AFH Wealth Management Anmeldelser 

Clive at AFH Wealth management has been extremely helpful and has taken care of us through every stage of the process. Would highly recommend talking to AFH to help with your financial needs.

I have now been with AFH around 7 years since leaving my financial advisor company who retired.
As you could imagine from day one I was very sceptical on how AFH would look after my investments.
The first 4 years went without any problems with the advisor that was assigned to me.
I was then assigned Olivia Flanagan who has now looked after me for the past 3 years.
Olivia is very professional and explains all aspects of my portfolio in great detail. If she doesn't know the answer she comes back within hours with the answer.
I would without doubt recommend AFH as a company and if all the advisors are like Olivia Flanagan you will have no problems.

AFH (and my financial adviser)
Jo-Ann Westlake is a thorough and informative person, honest and trustworthy.
A great help with Investments, Wills and Trust advice and took time to explain things.

Ray has been a fantastic financial advisor. Always quick to respond and I feel like my finances are in very safe and capable hands. Would highly recommend!

Jo Westlake was very helpful and sorted out a financial problem for me. She has a very pleasant manner and took time to explain things.

I have been a client for many years during which I have received excellent advice and the effect of that advice on my investments has been very beneficial.

I’ve been with AFH for around a year now. My advisor, David Reilly, spent a lot of time with me giving details of how my money could be managed. As someone who is naturally risk averse in areas where I’m not knowledgeable, I found this very helpful. One year in and my retirement fund is growing better than I expected.

AFH (and my financial adviser David Reilly) keeps you in the picture every step of the way with regular updates, interesting webinars and indepth annual reviews...you always know where you stand with regard to your financial wellbeing.

Cusyomer service afforded by Raymond and Sarah always speedy, helpful, friendly and professional.

AFH have looked after my portfolio for the last few years …despite regular monthly withdrawals,my pension has kept it’s head above water ,unlike other investments not managed by AFH which have underperformed.

Always fantastic guidance and advice by Nigel Goodinson to the business and our employees.

Raymond Broomfield has been my financial adviser for several years and I cannot rate him highly enough. Not only is he extremely punctual at replying to me and actioning my requests, he does so in a professional and friendly manner. Raymond always replied to my questions thoroughly in a way in which I can understand. Very impressed by his service.

Not quite dead yet.
At the great age of 86 I am in the process of transferring my assets to my grandchildren (the Beneficiaries). New money-laundering laws make this a far more complex business than I had thought. My financial adviser, Raymond Broomfield has the matter in hand: AFH's Head Office employ a raft of experts in the field and Raymond seems to know the right one for each query.

I could not imagine going through this minefield without the advice and resources of Ray and AFH in general

Ray has been our advisor for several years. He is approachable and flexible. He understands our financial position and works within that. He recognises our financial and family dynamics in suggesting solutions and ideas.

Professional Supportive and provide excellent financial advise. My advisor Raymond Broomfield continues to discuss all related aspects of my life including plans and family requirements

I have been with AFH a few years now, Raymond Broomfield is my manager. Sorted out a couple of issues in my portfolio when i arrived. So good scrutiny. Always responds in a timely way to any of my queries . Reviews are always a good discussion.

I have been a client of AFH for many years, and during this time I have had 3 independent financial advisors. The first of these advisors was Nick Ingram, who was reliable, trustworthy, and I felt comfortable with Nick that my investments were in safe hands and well managed. Nick was very personable as well as professional, he kept in touch regularly and always made at home visits which is important to me, as I like to see and build a relationship with whoever is managing my money.

After having Nick manage my investments for a considerable number of years, I was saddened when he informed me that we would be retiring, and I was also apprehensive about who my new IFA would be, how we would get along, and how they would continue to manage my portfolio.

Following Nicks retirement I was assigned an advisor called Shaz Khan, who turned out to be less than useless. He rarely kept in touch, only visited me once during the time that he was my advisor, and gave me little confidence in his abilities to manage my investments. It also made me question my faith in AFH as a company, if he was the type of person that they were employing.
Thankfully he didn’t stick around for too long, and I was assigned a new (my current) financial advisor, Ommarabab Shah (Rabab).

After my negative experience with Shaz, Rabab has been a breath of fresh air, and has helped to restore my faith in AFH. Rabab is extremely professional, and goes above and beyond all expectations. She is always on hand to answer any questions I may have, and is always contactable via phone or email. With Rabab I feel confident again that my investments are in safe hands, and she has also helped me in other areas - setting up critical illness cover and income protection. She is a true asset to AFH and I hope that they appreciate her, realise her value, and do their utmost to retain her, as I would be very disappointed to lose such a hard working, professional, and competent advisor. I would highly recommend Rabab and her services to anyone looking for an advisor, and I hope that she continues to be my advisor for many years to come.

Highly recommend.

I have been a client of AFH since 2018, Within this period I have had 3 IFA's.
The first IFA (James) was super - he was highly professional, yet very approachable. He never failed to provide either answers to questions/concerns raised, or provide information that I happened to request. He was particularly helpful in providing information /guidance during the market downturn in 2020.

I was therefore rather saddened,and concerned to find out that he had decided to move on to pastures new a couple of years later.
Unfortunately my concerns proved to be legitimate when I was provided with his replacement. The person was a complete let down.

It did briefly concern me that he had been employed by AFH, and that they felt/ decided that he was a perfect fit with the company. Also, that he would uphold /continue with the quality of service that I had previously received/ been accustomed to.
This thought led me to question the professionalism of AFH, and my decision to employ/use them.

Fortunately AFH were impressively quick to resolve the situation. The replacement IFA was replaced within the blink of an eye.

I am now fortunately in the hands of Ommarabab Shah, whom is a wonderful, honest, trustworthy, conscientious,and hardworking IFA. Ommarabab is absolutely fantastic!! She goes above and beyond to address any concerns/questions that I may have. I simply cannot, and would not fault her.
In fact I would suggest to AFH that they ensure that her hard work is fairly rewarded, and to ensure that they work hard to retain her.

In terms of the services that AFH provide I am highly satisfied that I have made the correct choice in employing AFH. I intend to remain with AFH for the foreseeable future.

Our AFH adviser, David Reilly, has consistently given us good financial advice over the last three years. His professional approach and guidance has given us the confidence to make investments that are now making good returns. During meetings David is always punctual, friendly, courteous and patient. We highly recommend AFH and David Reilly in particular.

We have been with AFH and our adviser, Jade Soutter-Davies, for some years now and are delighted with the service and advice provided. We feel very comfortable that our investments are in safe hands and being very well managed. We would definitely recommend AFH to anyone looking for independent financial advice and management.