Meet our advisers

Leo Broom

Leo Broom Paraplanner

Leo Broom

Independent Financial Adviser (DipPFS) - AFH Wealth Management St Albans

About me

I am a fully qualified financial adviser, holding the CII Level 4 Diploma in Regulated Financial Planning and the CII Level 3 Award in Long Term Care Insurance. I started working for AFH Wealth Management St Albans in February 2022, after graduating from the University of York with a BSc (Hons) in Chemistry.

My main areas of expertise are:

  • Investments held within ISAs, general investment accounts and onshore/offshore bonds
  • Pensions and retirement planning
  • Life insurance, critical illness cover and income protection
  • Estate planning
  • Long term care planning

In my spare time, I enjoy playing tennis at my local club and the occasional round of golf.

Location

Hertfordshire