AFH Wealth Management Anmeldelser 

AFH have recently become my financial adviser after taking over due to retirement of the previous incumbent. Experience so far is very good. Adam has been very helpful and responsive to my needs. When I contact him he responds promptly and is attentive. It is still early days but the start is promising.

Rabab at AFH has been our advisor for almost two years now, and we have been pleased with the way she has got to know us as individuals. Rather than treating us like just another client, she listens to our requirements to understand our personal needs and lifestyle goals, ensuring her advice—backed by the resources at AFH—is completely bespoke to our circumstances.
She has ensured our investment portfolio continues to provide for our needs and, while her responsiveness can occasionally be a bit delayed, requiring the odd 'chaser' email, the quality of the advice has always been excellent. We feel secure about our financial future today and highly appreciate the thoughtful, personal approach Rabab and the team at AFH provide.

Was looking into early retirement and I discussed my particular circumstances with Nigel an advisor from this company.
He was extremely helpful and his extensive knowledge guided me through the different pension options available to me.
I had questions relating to annuities both lifetime and fixed term, drawdown and ufpls, the guidance given by Nigel helped me make my decision in choosing the right pension product to suit me.
I have learnt that the pension process can seem quite complex and there is no one size fits all.
The key for me was to do my homework and get an idea of what I required in retirement then take this information to an advisor in my case Nigel of AFH and guidance was given which gave me confidence in progressing my future plans.
All my questions relating to pensions and tax implications were answered in a clear manner.
All in all a very helpful person with a great knowledge and calm approach.

From start to Finish, Chris May was friendly, professional and knowledgeable of the service he was providing to meet my needs, throughout the process Chris was contactable whenever I needed information. I have and will continue recommend.

Ray is always a book of knowledge! I reached out to Ray and asked him if he could help with mortgage advice and quickly got me in a call in with a colleague of his “James Johnson” who was nothing short of professional and very friendly.

Ray thank you for continued help! AFH are lucky to have you.

Chris May the Financial advisor appointed by AFH Wealth Management was very helpful and approachable throughout the consultation period and although some things were difficult to understand at first was very good at explaining in laymans terms making a seemingly complicated process much easier to understand and navigate.

Rabab is exceptional — warm, patient, and genuinely committed to helping. Nothing is ever too much trouble. She takes the time to explain things clearly and researches the best options with real care. What makes her stand out is how she gets to know you as a person, not just a client. Working with her feels like having a trusted friend who looks after your money with the same attention and honesty she’d give her own.

Since Ommar Rabab has appointed as our finance advisor, she has been brilliant with advising on our finances and investments. She is very approachable and accommodative. If I have any questions or unsure about any of our investments, she has always explained it well and come back information.

I cannot praise Ommarabab highly enough for helping me with my investments . She is very knowledgeable , patient , thorough and she made sure I was understanding of the different options with my pension.
I would highly recommend to any who is thinking about investing .

This company is cutting edge, well informed and reassuring. Our financial advisor, Richard Arnold, is considered, presents us with a balanced view of our financial strategy and is consistently empathetic as we navigate our way through the various stages of life!

Bradley Cliff is our current mentor and financial adviser, having taken over from Steve Danson and our first point of contact relating to our investments. He visited us in January to discuss progress and to answer any questions relating to our investments. We have found him to be extremely competent, understanding, patient, and helpful. He is very dedicated to his clients. We look forward to a continued relationship and trust with Bradley and AFH over the coming years.

Duncan Budd is our adviser and our first point of contact should we need advice or have any questions or queries on matters that we might not fully understand. He is someone we put trust in to manage our finances and find him competent and comfortably approachable. He checks in on us regularly to make sure we are up to date with everything and to address any issues we may have. It's comforting to have Duncan looking after our finances.

If you want slow, reactive and passive support then AFH is just the ticket. Unfortunately I didn’t and found much better support elsewhere and they immediately delivered significant benefits to our pensions and investments.in addition AFH took 9 months to repay account charges after they had accepted they were owed to us. Btw this review is based on 2 years worth of support from AFH. My advice to anyone moving to AFH if they have bought up the IFA that you were with is to think again before staying with them as in our experience we became a much smaller part of a larger machine.

We met Adam Page for the first time yesterday. To be honest we were apprehensive before hand as this was the 4th financial advisor we had been allocated by AFH. However Adam was very professional and to be fare as he had only arranged to meet us to just introduce himself we were very impressed with his work ethic . We look forward to having a productive relationship going forward

What makes AFH so special is all of their caring staff. Every team member we have had contact with has been an absolute pleasure to deal with, always seem prepared to go that extra mile for you.

Highly recommended!

Right from the 1st enquiry very helpful and keep you
informed with everything that goes on.The adviser was
top man and we would recommend this firm to anyone.

Using AFH to provide financial advice and monitoring of my personal pension plan. Currently being looked after by financial advisor Nik Lambert who is providing excellent advice and service.

Nik's communication is always clear, and he provides timely, thorough reviews that make complex financial matters easy to understand. He is consistently available for advice, particularly around financial planning and pensions, which gives me great confidence and peace of mind.

Nik is very approachable, and I always feel comfortable discussing my finances and following his advice. His professionalism, knowledge, and genuine willingness to help set him apart. I would highly recommend Nik to anyone looking for reliable, trustworthy financial guidance.

Andrew Smith provided a friendly, efficient, response and professional service. Calls returned and emails answered very promptly, which all provided a high degree of confidence.

Andrew has been amazing from the very start, great communication and someone we can rely on and trust
Thank you

I cannot rate the guidance, advice and professionalism I have received from AFH highly enough! In particular Andrew Smith, whose friendliness, personable character and clarity through some very tricky negotiations was invaluable. Thank you most sincerely.