Client focus: Putting clients at the heart of everything we do

We were privileged to invite two of our clients, Peter and Mary Lightfoot, into Head Office recently to tell us about their experiences with AFH.

Peter and Mary shared with us how they’re enjoying a full and happy retirement thanks to AFH and the expert support from their adviser Jade Soutter-Davies, who’s worked closely with the couple to help them achieve their financial goals and give them peace of mind.  

We hope you enjoy hearing Peter and Mary’s story in the video below. We think it’s an excellent example of AFH living our client focus value as we use all that we know and do to educate, inform and enrich our clients’ lives.

Working with a financial adviser can help you to gain a better understanding of your financial circumstances and map out a route to reaching your goals. Through our six-step process, your adviser will take the time to get to know you and your aspirations and provide advice and guidance to help you achieve them.

If you’re interested in finding out more about working with a financial adviser, get in touch today.