I am an Independent Financial Adviser at AFH Wealth Management providing transparent and independent advice. With over 20 years' experience within the financial services sector, I am passionate about helping my clients and their families achieve their financial aspirations. I look to build and maintain long-term trusted relationships with my clients, both old and new.
I started out working for Nationwide Building Society where I obtained my Diploma for Financial Advisers with The London Institute of Banking & Finance before moving to Prudential and then Aviva. I have continued to study over the years across key financial planning areas with the Chartered Insurance Institute.
Given AFH Wealth Management's independent status, I can access the whole of the market to achieve the most suitable outcome for clients whilst using the company's size to obtain competitive charges not available to the majority of smaller firms.
At AFH, we take a holistic approach to wealth management that puts the client first. We call this approach "financial planning-led wealth management" and it has helped us to become one of the UK's leading independent financial advisory and wealth management firms.
I specialise in offering expert advice in a wide range of areas, including pensions and retirement planning, investments, inheritance tax & protection planning.
Belgrave Road, Darwen, Lancashire, BB3 2SF
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.