Meet our advisers

I am an experienced independent financial adviser and take the time to understand my clients’ short and long-term goals. My job is to provide you with a solution tailored to your circumstances, and to support and guide you throughout your financial planning journey.

As an IFA, I have been providing independent financial advice for over 30 years. Before joining AFH 10 years ago, I ran my own independent financial services practice in Birmingham where, along with mainstream financial advice, we specialised in inheritance tax planning and investment seminars for potential and existing clients. Being an IFA with AFH has enabled me to concentrate fully on offering individual clients and families long-term, bespoke, holistic, financial planning advice. 

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 nearly 30 years’ experience in the industry, with some clients that I have been looking after for over 20 years. I am always willing to meet new clients for a no-obligation introductory meeting.

My financial services career started in 1991 and has been built on offering my clients a truly personalised service. I strive to build and maintain long-term client relationships, providing trusted and on-going advice for their changing needs and priorities.

I have provided a personal and thoughtful service for my clients for almost 50 years. I’m very personable and help make sure my clients feel comfortable and understand their financial arrangements. I’m very proud of the long-standing relationships I have built with my clients, and still feel excitement when I see a new client - especially as they’re usually referred by an existing client.

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 have worked in financial services for more than 35 years. I take great pride in providing the very best advice to clients, tailored to their needs and individual circumstances, together with the highest levels of support. I pride myself on building strong, on-going relationships with my clients and their families.

I began working in financial services with the Co-operative Insurance Society (CIS) in 1986 and joined AFH in 2006. I offer to meet new clients for a no-obligation introductory meeting to see how I can help them achieve their financial goals. I then prioritise their objectives and create a bespoke financial plan, putting my recommendations into action.

I’m now a Chartered Fellow of the Personal Finance Society, so I’m proud to say that I’ve reached the pinnacle of my profession. I pride myself on providing a service which is second to none and enjoy a mutually beneficial long-term business relationship with my many clients. I strongly believe that AFH’s core values make it the right place for me and my clients to do business.

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 help clients set realistic financial goals and develop a plan that can be reviewed and updated regularly. It is important to have a good understanding of clients’ concerns and aspirations. I work directly with both my clients and their families, if appropriate, in order to help them make sound financial decisions. 

I was a ‘full service’ independent financial adviser until 10 years ago, but now I focus on providing mortgage advice. During my career, I have served as a non-executive director of a building society, a housing association, a careers agency, a tax charity and a sports council. I've volunteered at the London 2012 Olympics, written a book about West Bromwich Albion and enjoy cricket, squash, football, golf and tennis – just with more aches and pains! Clients will benefit from both my breadth of financial advice experience, aswell as the focus I bring to my specialist areas.

I live in Whitstable and travel extensively to see clients throughout the south of England.  My financial services career spans 31 years and I have worked for several providers, including Prudential, Aviva and RBS. I hold a Personal Finance Society Diploma in Financial Planning. 

As a financial adviser, my primary goal is to help my clients protect what they have and hold dear, and plan for what they aspire to achieve, while never forgetting that they’ve worked hard for not only their money, but the dreams they hope to turn into reality.

I am a fellowship qualified financial adviser, and I take absolute pride in delivering advice to my clients that will enable them to achieve their longer term dreams and goals. 
I am a very detail-oriented and driven individual, and deliver financial advice for investments, tax planning, pensions, inheritance tax planning and protection. 
I firmly believe in building strong and long-lasting relationships with my clients. 

With nearly 25 years in the financial advice industry, I am proud to offer my clients holistic, independent financial advice. Due to the ever-changing financial environment, it’s important to implement a disciplined, long-term structure for effective wealth management. Be it straightforward or complex needs, I can assist my clients in achieving their personal goals and realising their aspirations.

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.

A forward thinking and proactive adviser, I provide both business and private clients with financial planning solutions to meet their life goals. Be it a complex investment portfolio or planning for a comfortable retirement, I take the time to understand your short and long-term goals, offering a personal approach to find the most suitable solution for you.

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 and inheritance tax.

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.

I have been working in the North Devon area with my current clients for nearly 20 years. The majority of my clients have been referred by their accountants, so tend to be high-net-worth individuals who are self-employed. As an adviser I take a holistic approach to financial planning and build a successful working relationship with my clients by giving them a thorough understanding of the proposed plans and objectives before setting out with them on their financial planning journey.

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 had a successful career to date and feel extremely proud of the reputation I have built over the past 14 years in the financial services industry. I take the time getting 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 building long term trusting relationships and witnessing clients reach their financial goals, be that funding their children through university, protecting their loved ones or taking an early retirement.

I am a proud father of three, and a grandfather of three. I enjoyed a successful career in the electronics industry before becoming a financial adviser. I was previously an advice client, so I know clients expect a high level of service.

I aim to help clients arrive at retirement in the best possible financial shape, to enjoy their later years free from financial concerns. I try to make the complex world of financial services easier to understand to help clients make good investment decisions. I want to make sure my clients have their protection needs met against premature death or illness, while also guiding them on passing on wealth to loved ones tax efficiently.

I have more than 30 years’ experience advising individuals and companies and I am fortunate enough to have worked almost exclusively through personal recommendations from existing clients. As an adviser, my role is to have a clear understanding of my client’s situation, present the different options available to them and help them to decide what is right for them.

I enjoy meeting clients and building a long-term friendly relationship to improve their future financial security. I strongly believe that AFH's core values and investment services help make this achievable.

I set up my IFA business in 1993 in conjunction with a Wolverhampton-based insurance broker.  This gave me the opportunity to guide clients through the financial planning process that many thought was complex.  Many of the clients have been with me since the 90s, and have asked me to advise the next generation. With the resources at AFH, I have more time to spend with clients, monitoring and evaluating their plans to keep things on track and get the best possible outcome for them.

I have worked as a financial adviser since 1991, and as an independent financial adviser since 1998. I hope that when I meet a new client, it is the start of a long-term, trusted working relationship. I have many clients that I have dealt with for more than 20 years, and I hope they feel that my relaxed and balanced way of explaining their options leads to a positive outcome and experience for them.

I have been in the Financial Services industry for 30 years now and still enjoy it very much (except for the exams). I help clients plan for the long-term future, achieve their dreams and hopefully put a smile on their face.

I enjoy helping families achieve their goals and aspirations, combining a common-sense approach with sound holistic financial planning. Being a father of two grown-up children, I understand the importance of financial planning for the family for various life events. With more than 20 years of experience in the financial sector, I have the expertise to take my clients through the journey of accumulating wealth to succession planning for their next generation in a friendly and empathetic manner.

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.

With more than 10 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. The most rewarding part of my job is witnessing clients reach and enjoy their financial goals.

I have around 40 years’ experience in financial planning, both for individuals and corporate clients. I mainly look after clients in retirement/later life and provide a very personal and bespoke service.

I am passionate about my work and I care about my clients. I have worked in financial services for more than 25 years, and very much see my role as ensuring each client has a plan or strategy to become financially secure. I mainly advise company directors, professionals and retired clients, helping them with practical solutions to the financial issues that concern them most.

I have been advising clients for more than 27 Years. With this experience in an ever-changing world, I help clients move forward and navigate the ‘financial maze’ in order to reach their financial goals.

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.