Simon Carroll DipPFS, BA (Hons)
Independent Financial Adviser
About me
I have over 20 years’ experience in Financial Services and Joined AFH Wealth Management as an Independent Financial Adviser in 2009 previously working as an IFA with another firm. I believe I have a friendly, relaxed yet professional approach.
I strive to build an ongoing adviser/client relationship built on integrity, trust and transparency and many of my very first clients are still with me today.
I offer advice in the following areas:
- Pension Accrual & Retirement Options
- Tax Efficient Investment using Discretionary & Advisory Management
- Inheritance Tax Planning & Trusts
- Individual & Business Protection
Location
Midlands