Meet our advisers

My financial services career launched over 2 decades ago with a comprehensive 'big four' banking foundation. My passion is taking the time to understand every client's specific needs in order to collaboratively build a tax efficient strategy which works given their personal, family and business circumstances. Valued client relationships are at the heart of what I do. I actively encourage my clients to meet with me regularly to ensure their plans stay relevant and on track.

I have had a successful career to date and feel extremely proud of the reputation I have built over the past 15 years in the financial services industry. I take the time to get to know my clients’ current and future personal and financial circumstances, as well as their aspirations. This enables me to provide them with holistic financial planning advice throughout the different stages of their lives. 

I encourage regular reviews with my clients to ensure their plans continue to meet their needs. The most rewarding part of my job is witnessing clients reach their financial goals, be that funding their children through university, protecting their loved ones or taking an early retirement.

I joined the financial services profession three years ago, after a career in the Royal Military Police spanning 18 years, and the hostile private security industry, working in Iraq and Afghanistan. My son's arrival made me realise I still wanted a challenging career but I also wanted to spend time with my family. I enjoy meeting and helping people, and being a financial adviser offers me that. I'm truly passionate about providing the best level of service to my clients.

Whatever life stage my client is at, my role is to understand their circumstances, their goals and then provide the financial bridge between the two. I draw on the expertise of AFH to independently review the options available to my client and make recommendations to protect them and their loved ones, help them make the most of their savings, or simply to ensure they can enjoy a worry-free retirement. 

As an adviser, my priority is to ensure that my clients understand and feel completely comfortable with the solutions presented to them.

I'm a Chartered financial planner with over 20 years of experience. I focus on retirement planning, protection, tax-efficient investments and corporate advice (namely employee benefits and auto-enrolment pensions). My analysis will also include considering whether your existing policies and investments still meet your requirements from a tax-efficiency, risk and charges prospective.

I am a fully qualified independent financial adviser with more than 13 years of experience. I aim to develop long-term relationships with my clients in order to help them create a sound financial future. As an adviser, every client interaction for me is centred around their specific needs, with the advice I give designed to identify the right solution for these unique needs. I provide specialist financial advice on savings and investments, retirement planning, protection, inheritance tax and pensions.

As a financial adviser, my passion for the job comes from helping clients engage with their finances in order to become financially independent and finding solutions to complex issues they may be facing. I specialise in retirement planning and have a diverse range of clients, including individuals and business owners.

With nearly 20 years’ experience as an independent financial planner, I assist my clients through all stages of financial planning. My clients include business owners, LLPs, professional services partnerships, employees and retired individuals. 

As an independent adviser at AFH, I make whole-of-market recommendations for pensions, investments and protection, working closely with clients’ professional connections to deliver a truly holistic plan.

With over 20 years’ experience providing advice, the greatest privilege is when clients reveal all aspects of their lives, so I can fully understand their circumstances. I pride myself on setting realistic expectations of what can be achieved.  

Throughout my years as a financial adviser, nothing has made me happier than receiving a simple ‘thank you’ from my clients when they achieve their aspirations and goals for an improved and financially ‘healthy’ lifestyle.

I have been in the industry for over 30 years and pride myself on giving my clients a service that is completely focused on achieving their goals. I treat each case individually and leave no stone unturned in achieving the end goal for my client

I am a home-based independent financial adviser (IFA) providing holistic wealth management advice to my clients. I have more than 30 years’ experience within the financial planning industry and help both individual and business clients across all areas of financial planning.

The areas I cover include Northamptonshire, Bedfordshire, Buckinghamshire, Cambridgeshire, Oxfordshire, the West Midlands and Warwickshire.

I offer an advisory service that includes ongoing reviews to ensure your financial plans remain on track. With all of my clients, I aim to provide the highest levels of service.

I am the proud father of two children, Emma and James. My passions are animal welfare through my former trusteeship and links with the Northampton branch of the RSPCA, playing football and I support Aston Villa.

I have more than 25 years of experience as an independent financial adviser. I carefully assist and guide both personal and business (including trust) clients to find the most appropriate solutions to their financial planning needs - whether simple or complex. This can range from investing for the future to protecting the financial future of their loved ones.

What I aim to do is build trust and confidence with my clients to remain a long-term partner in their financial affairs, making recommendations that are both clear and effective. It's my job to make sure that as their lives change, my advice reflects whatever life stage they are at. Having 18 years of experience advising clients from different backgrounds, I know that no two people are the same. Therefore, I make sure to spend time really understanding what it is my client wants to achieve from financial planning, and deliver that in a simple, personal and fair way.

After leaving the military in 2014, I began my career in financial services. Having trained with one of the top pension specialists in the country, I soon found a passion for complex pension planning - specifically working with SIPP and SSAS-focused clients. This naturally progressed into providing tax-efficient investment strategies for those clients looking to maximise this through their portfolios.