Lewis Coglan DipPFS
Independent Financial Adviser
About me
I’m an Independent Financial Adviser at AFH Wealth Management providing independent and impartial advice, I have worked at AFH for the last 5 years. I started off as an administration assistant and immediately started working towards achieving the Diploma in Regulated Financial Planning.
I specialise in offering expert advice in a wide range of areas, including retirement planning, inheritance tax and investments.Given AFH Wealth Management independent status, I can access the whole of the market to achieve the most suitable outcome for you whilst using the company’s size to obtain competitive charges not available to the majority of smaller firms.
Outside of work, I can often be found walking my two dogs in the beautiful Worcestershire countryside, and in the winter skiing with my family.
Location
Midlands