Meet the AFH Private Wealth team

At AFH Private Wealth, we don't just stop at providing a premier wealth management service. Our offering extends to the investment expertise and industry knowledge we have in-house.

The AFH Wealth Management team, led by our senior client executive Richard Smith, benefits from the support provided by our group heads of Advice and Research, the market and economic insight provided by our chief economist and the client support from our dealing and administration team members. Find out more about the AFH Private Wealth team below.

Meet our people

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Richard H. Smith

Senior Client Executive

Richard’s 27+ years wealth management experience means that he is expertly placed to provide clients with the special wealth management support that our discerning investors need. Prior to joining AFH Private Wealth, Richard was the regional director and head of WH Ireland’s Birmingham office. He has also held the position of senior client executive at Brewin Dolphin Securities Ltd. Prior to this he began his career at Albert E Sharp, then one of the preeminent stockbroking houses outside of the London Market.

Alongside his role as a senior client executive, Richard heads up our team of portfolio managers and is a Chartered Fellow of the Chartered Institute of Securities & Investments, a Chartered Wealth Manager and presently Chairman of the Birmingham Stock Exchange Committee.

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Austin Broad

Group Head of Advice

Austin is an experienced independent financial adviser and technical expert, he has over 15 years’ experience as an IFA prior to joining AFH. Previously he served as district manager for Nationwide Building Society, briefly tying this with an adviser role.

Austin has been with AFH for 10 years, being appointed to the board in October 2015. As the group head of advice, his responsibilities include the strategic development of the quality and direction of financial planning and investment advice within the business, as well as working closely with the head of Risk to develop strategic planning within the group whilst managing risks.

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Leonid Nji

Group Head of Research

Leonid received his Master in Financial Economics at Leicester University, before joining the investment strategy and capital team at Legal & General. Here he contributed to the fund research process, conducted the analysis of various fund strategies and monitored the performance of investment managers. He was also involved in the development and implementation of the Legal & General With Profits Fund.

At AFH, Leonid leads the Group’s investment research function, responsible for equity research, fund research, manager selection, asset allocation and model portfolio construction across multiple platforms.

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Stuart Humphries

Senior Client Executive

Stuart brings over 15 years of experience in dealing for and advising high-net-worth and ultra-high-net-worth individuals to AFH Private Wealth. He started his investment career with J.P. Morgan before relocating to New York to work for a boutique investment house dealing in US equities.

Following a successful period in New York, he returned to London to join a privately owned investment advisory firm, specialising in the day-to-day management of private client, pension and corporate portfolios. In addition to becoming a Chartered Wealth Manager, Stuart is also a Chartered Fellow of the Institute for Securities & Investments.


Laurie Beevers

Senior Client Executive

After graduating from the University of Bristol, Laurie initially entered the financial services industry as a graduate trainee with National Westminster Bank before joining London stockbroker Orme & Eykyn in the early 1970s. He moved to Cardiff in 1973 with Lyddon & Co., before heading ‘back home‘ to Manchester. In 1979, he became a partner with Charlton Seal Dimmock & Co.

After a short period with John Siddall & Co., in the mid 90s, Laurie was appointed CEO of WH Ireland Group Plc. Over the next 10+ years he grew the company from one to 15 offices in the UK, with one in Australia.

Laurie specialises in small cap companies (AIM) and natural resources.



Andrew Jones

Client Executive

Andrew has over 11 years’ experience in stockbroking and wealth management, having joined W H Ireland in 2007.  Andrew headed up the office’s probate service, dealing with local solicitors and accountants as well as private clients. He became Head of Office in 2015, but continued with the day-to-day management of private client portfolios.

Andrew is a Chartered wealth manager, as well as being a Chartered Fellow of the Chartered Institute of Securities & Investments. Andrew holds a BSc honours degree in medical genetics from the University of Leicester.

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Colin Warren

Chief Economist

Colin joined AFH in 2009 as Chief Economist. Colin’s research and insight form an invaluable input to the asset allocation process for client portfolios. He sits on the company’s Investment Committee and provides timely analysis of the economic issues affecting global financial markets. Colin has over 20 years’ experience as an economist, having previously worked for GFC Economics and Tokai Bank Europe.

He holds a first-class honours degree in economics from the University of Manchester, where he was awarded the Cobden prize for economics, and also holds a post-graduate diploma in European business management and information systems.  

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Andrew Powell

Head of Dealing

Andrew joined AFH Private Wealth in 2013 and is a Chartered Fellow of the Chartered Institute of Securities & Investments. Andrew is the Head of Dealing at AFH Private Wealth, and also a voting member of the Investment Committee (IC), impacting important decisions made by the IC.

He has held previous positions within the dealing teams at WH Ireland, Fyshe Horton Finney and EFG Harris Allday. Andrew holds a degree in economics from the University of Manchester. 


Helen Culshaw

Senior Administrator

Helen joined the office in 2011, having previously worked for Brewin Dolphin for 11 years in Llandudno. Helen’s considerable knowledge of all things stockbroking adds to Colwyn Bay’s experience in the day-to-day running of private client portfolios. This includes liaising with private clients, solicitors and accountants alongside client on-boarding, transfers and probate services as well as overseeing the office’s administration.


Caire Stevenson

Head of Investment Operations

Claire joined AFH in 2018 and has more than 15 years’ experience in the financial sector.

As Head of Investment Operations, Claire is responsible for operational management for the Private Wealth administration team, both in Colwyn Bay and Bromsgrove office. She also oversees Client Reporting, Portfolio Managers, and Investment Operations for AFH Wealth Management.


Zachariah Daniels

Junior Client Executive

Zach first joined the team back in 2017 as a trainee investment manager. Since then he has achieved CISI Level 4 Investment Advice Diploma and CISI Level 6 Private Client Investment Advice & Management examinations. He provides key research in the running of the AIM IHT portfolios, ensuring we invest in the highest quality listed businesses. He is a member of the AIM IHT committee.

Zach is currently a Chartered MCSI, of the Chartered Institute of Securities & Investment.

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