At AFH, we pride ourselves on our unwavering commitment to our clients. Our mission is to go above and beyond to ensure their financial well-being and peace of mind. This dedication is exemplified in the story of Adrian, one of our valued clients.
A journey to retirement
After diligently investing in his pension throughout his working life, Adrian looked forward to a comfortable retirement at 75. He had planned to use his well-earned funds to enjoy a full and happy retirement. However, his plans hit a snag when he encountered issues with his third-party pension provider.
Adrian discovered that his pension assets had not been moved into a cash fund at the right time, resulting in a significant financial loss due to market fluctuations. This led to a prolonged dispute with the provider, causing Adrian considerable stress.
A trusted adviser steps in
Fortunately, Adrian was introduced to AFH adviser Paul Hoskyns through a personal contact. Paul immediately took charge, conducting a thorough audit of Adrian's finances. His investigation revealed that the pension provider had breached the terms of the pension plan.
Thanks to Paul's diligent efforts, the provider acknowledged their mistake, leading to a 25% increase in Adrian's assets. This not only restored Adrian's financial position but also brought him much-needed peace of mind.
Client-centred support
Adrian expressed his gratitude for Paul's unwavering support, stating, "Paul's tenacity and patience were instrumental in achieving this outcome. His expertise and dedication made all the difference."
Adrian also praised Paul's personable nature and clear communication, highlighting his ability to explain complex pension and inheritance matters with patience and understanding.
Going the extra mile
Paul shared his philosophy, saying, "I believe in putting clients first and going above and beyond to serve them. With nearly 20 years of experience, I genuinely care about my clients and strive to add real value to their lives."
Our commitment to you
At AFH, we are proud to share Adrian's positive experience, which exemplifies our commitment to client focus and going the extra mile. We believe that our clients deserve the best possible service and support, and we are dedicated to making that a reality.
For more stories like Adrian's, explore our Client Focus series:
- Client focus: dealing with devastating news
- Client focus: educating our clients
- Client focus: putting clients at the heart of everything we do
If you have a positive client case study to share, please contact us at marketing@afhgroup.com
Speak to a Financial Adviser today
If you’re facing financial challenges or simply want to ensure your investments are on the right track, our advisers are here to help. Contact us today to speak with one of our experienced financial advisers and discover how we can support you in achieving your financial goals.
Wednesday 7 May 2025