Bernie Moran DipPFS, BA (Hons)
Independent Financial Adviser
About me
After graduating from Nottingham University and a brief career in the Civil service I became a financial adviser in Brighton in 1987. In 2003 I set up my own independent financial services business in Solihull until moving to AFH Wealth Management Ltd in 2010. I offer advice on protection, pensions, investments and long term care planning whilst specialising in Estate planning.
The vast majority of my clients have been with me since 1992 and as a result in many cases their children are now my clients also. This allows for more effective inter-generational wealth planning for client's estates with a focus on tax planning and protection of client's wealth for future generations of their families.
Location
West Midlands