Meet our advisers

Simon Carroll

Simon Carroll

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