AFH Wealth Management

I have worked in financial services for over 25 years, providing personal and comprehensive financial planning advice for my clients, helping them find practical solutions to the financial issues that concern them the most. Putting the client firmly at the centre of everything I do is core to my business.

As an Independent Chartered Financial Planner, representing AFH Wealth Management, based in Kent, my emphasis is on providing personal, face-to-face, truly independent financial advice. As a fully independent firm, AFH are not tied to any financial service providers, meaning my advice is always impartial and based solely on what is best for the client.

I am committed to building trust, establishing long-term relationships, helping my clients achieve their financial goals and managing their wealth in a way which reflects their personal circumstances.

My Chartered Financial Planner status, awarded by the Chartered Insurance Institute (CII), represents the highest level of expertise in financial planning. These qualifications reflect my dedication to professional excellence, ethical practice, and continuous learning.

My areas of expertise are :

• Wealth Management
• Estate and Family Succession Planning
• Retirement Planning
• Savings and Investment Planning
• Long-Term Care
• Equity Release

Please feel free to contact me to arrange an initial meeting, to discuss your requirements, on 07471 997 403.