Family firm joins AFH family

Story

A husband-and-wife team who met working at NatWest before joining her family advice firm in York are the latest members to join the growing AFH family.

When Debbie Burchall’s mother was looking to retire from the company she founded in 1986, Debbie didn’t hesitate to make the move from NatWest. That was in 2012, and a year later husband Nick joined too.

In 2014 they were joined by Niall Middleton, who started as a trainee financial adviser after a spell managing investments at Aviva. Niall qualified in 2016.

They currently look after more than £94m for around 650 clients, mostly in Yorkshire and Teeside.

Debbie said:

“As the sector developed, we realised that we would best be able to look after our clients as part of a group. We had a good investment proposition, so we looked very hard to make sure anyone we joined shared that philosophy.

“We found what we wanted at AFH. Not only does the company share our determination always to put clients at the heart of what we do, but it has an unmatched expertise in investment, research and technical support.”

AFH chief executive Alan Hudson said:

“It’s great that Debbie and Nick are joining the AFH familly. I’m sure the back-office support that we can offer them will be of benefit to their clients. It certainly means they’ll be seeing more of them!”

Not only are Debbie and Nick joining AFH: Niall is joining the group’s growing team of employed advisers. And office manager Jean Garside, Debbie’s aunt, is staying on after 15 years.

Financial Group news

Find all the latest news related to the Group here.

I want to become a financial adviser; what qualifications do I need?

I want to become a financial adviser; what qualifications do I need?

Story 13/06/18

Find out which qualifications you'll need in order to meet the FCA's requirements for providing advice.

Continue Reading
AFH announces strong financial results

AFH announces strong financial results

Story 07/06/18

Leading financial services group AFH has announced its results for the first half of 2017-18, with headline figures showing the company is continuing its strong growth.

Continue Reading
An IFA asks... "Can I keep my client network independent?"

An IFA asks... "Can I keep my client network independent?"

Story 04/06/18

If you’re an adviser looking to change firms, staying independent means you won’t have to compromise the whole of market service you are able to provide your clients.

Continue Reading
More articles