Meet our advisers
Simon Carroll DipPFS, BA (Hons)
Independent Financial Adviser
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