This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
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.
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