About me

I am an Independent Financial Adviser at AFH Wealth Management providing independent and impartial advice. I qualified as a Certified Financial Planner (DipPFS) after a successful 25 year career in institutional asset management helping some of the largest UK occupational pension schemes with their investments.

I am passionate about helping my clients and their families achieve the lifestyle they want. My approach to financial advice has always been to help people make better decisions. I focus on each client's specific needs, provide solutions and work with them to create a holistic plan to meet their objectives. I offer expert advice in a wide range of areas, including retirement planning, inheritance tax and investments.

Given AFH Wealth Management's 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 smaller firms.

Location

South East