AFH Wealth Management Anmeldelser 305

Chris is a friendly and approachable person. He provides well thought out advice based on our unique circumstances, and always has his clients best interests at heart.

Ommarabab Shah has been my Adviser for the past 2 years, has a friendly attitude, pleasant to deal with establishing a good client relationship and understanding of financial needs offering helpful advice and planning. She responds quickly keeps you up to date with information on investment queries and transactions. I am pleased with the service provided and would recommend Ommarabab Shah.

The advisor was well informed. He reviewed my financial position and offered advice in what is a very difficult economic climate currently. Also the presenters of the webcast are very knowledgeable. I would certainly recommend this company with regard to service quality and knowledge of financial products.

Very helpful and friendly staff who help with advice and support

Having previously reported on the great friendly and structured service and support from Elissa Groves , I would just like to add that Elissa continues to provide frequent structured updates to our plans as my needs change over time.
Thanks for your support Ellisa.

David Reilly has been my advisor for the past three years and has been incredibly helpful with his advice. I’ve seen my investments grow far more than expected and would recommend anyone looking for a financial advisor to use David.

The adviser was very informative and during our review, suggested many options to consider which were extremely helpful.
We were very pleased with the performance during the last twelve months and will carefully evaluate any changes we might need to make in the next review.
Thank you for your outstanding service and professionalism!

We are very satisfied with the information we were given by our agent Christopher May, he explained clearly and in a way we could understand and without him we would not have invested .

We have faith that he would clear up any issues we could have as he is always reachable and responds quickly to our emails.

I have recommended his service to a few friends already.

Our advisor (Alisa Groves )I can’t praise enough, she is very easy to understand has managed our money professionally, and keeps us informed.

Her personality is lovely

We have been with AFH since 2020 and have had a consistently positive experience throughout. Our current account manager, Nigel, is highly proactive and always keen to provide clear and practical advice.

We recently held a company‑wide meeting with Nigel, which was very well received. He clearly explained how pensions work, the options available to employees, and considerations ahead of retirement, all of which were presented in an engaging and easy‑to‑understand way.

We would be very happy to recommend AFH and their services.

Hi my pension advisor shah(surname). has been advising me on my pension, 25% tax free .she was constant an if i didnt understand any thing she would go over it untill i understood .she is a loverly person nothing was to much trouble she advised me on what my options were an tried to put it in easy format so i could understand it fully she knows her job an works hard to understand my needs she is an asset to her company an would highly recommend her an her company AFH to anyone wanting to sort a pension out thanks again she is the best.anita boardman

David has handled financial and retirement planning for us for three years now.
Always clear and open with the planning and investments have performed well so far.

AFH took over our wealth management interests from a previous provider. Our advisor Bradley Cliff reached out to us and made the appropriate introductions and quickly established a good relationship with us. He is always available for a call or a Teams meeting when required and has visited us in our home on a number of occasions. He has continued to provide us with a range of investment options and on each occasion has backed up the information provided with illustrated examples that have provided sufficient detail to enable us to make informed decisions.

Had a few meetings with Nigel Goodinson, who is a representative for( AFH wealth management) I can not speak more highly of him made me feel comfortable talking about my financial position , he was also very knowledgeable and quick to respond to my e mails, he is a real credit to AFH Wealth.

Can now recommend AFH since being directed by family to them. Paul Hoskyns my advisor since 2022, has managed to sort, find and consolidate my pensions into a portfolio which are now managed and accessible.
I receive consistent, solid advice from him, with regards to investment, tax and inheritance.
AFH supply good support via paperwork or phone.
Looking forward to many years, enjoying my future financial security with them.

I have been with this company for many years under the guidance of a guy called Paul Hoskyns based Nottingham. His knowledge professional conduct enthusiasm to the business is second to none !! I have been kept informed every step of the way and had yearly meetings to assess my pension / investments etc. He is a really nice guy too !! I have received a quarterly reports of my investments which have been very useful.
Moving forward I would most definitely recommend Paul and the company to take care of other peoples financial affairs.

Absolutely blown away by the help and support from AFH. Especially Sebastian and his team from the Bromsgrove branch. I needed to free up some cash from my Pension and after a very stressful few months from my then Pension Provider and no further getting the cash Sebastion took over. He treated me as a friend not a client. Kept me informed of the progress throughout. I received my tax Free Cash, swopped my pension to another provider and even started receiving my private pension at 55. Thankyou Seb and AFH for all your hard work. My sister and friends are also about yo use AFH.

Advisor was very approachable ,professional and knowledgeable. Discussed understand my requirements from investment, explained levels of risk, also ethical investment ,which is important to me.

I switched to AFH over 2 years ago and David has been extremely helpful over that period. He took time to understand my risk profile and financial goals and invested my pension in appropriate funds which are reviewed on an ongoing basis. I am very satisfied with the service David provides and would highly recommend him to others seeking financial advice.

David set out to achieve what we required, and identified a timescale for this to be done. It was achieved in half the time predicted and to all that we required.