I'm a fully independent Financial Adviser, with a friendly and professional approach to long term financial advice and planning. I am committed to building lasting relationships with my clients and their families by spending time to understand your goals and deliver peace of mind.
We can work together to create your unique financial plan - be it safeguarding your family's future, investing to achieve your financial aspirations, understanding your inheritance tax situation or ensure a worry-free retirement.
My expertise spans across a multitude of financial services, including:
Pension and retirement planning
Protection planning (such as family protection, critical illness, income protection and life)
Inheritance tax planning
Savings and investments (tax-efficient solutions, through both discretionary and advisory investment management)
AFH Wealth Management is a trading style of AFH Independent Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register no. 216704. Registered in England and Wales. Company Registration 04049180. (optional if you wish to add that we are FCA regulated).
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