AFH Wealth Management Arvostelua 295

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.

I have been with AFH Wealth Management for about 3 years now since my original financial advisor retired.
Initially I wasn’t impressed as I didn’t get the personal service which I received before and was accustomed to.
However for the last 18months/2 years I have had the privilege of having Ommarabab Shah as my advisor, she has been the best. I am back to feeling like it’s personal service, she responds to queries ASAP and I feel like if there was a problem it wouldn’t be a problem for long.
I’m not up to date finances and don’t know all the ins and outs but Rabab listens advises me in a friendly and understanding way.

Our Financial advisor David Reilly has been supporting us on our retirement journey since day one and has been a great help with the whole process. It is reassuring to know he is at the end of the phone for any queries and continues to be of great help. I would strongly recommend him.

I suffer episodes if high anxiety and I did not experience any empathy from Mr. David Reilly from this company.
He was very impatient and rude with his abrupt manner. We didnt get to finish the advice sesson as i couldn't take his attitude, No, i did not have a good experience.

AFH have recently become my financial advisors, following the retirement of my previous advisor. So it is early days, but so far, very good!
Adam contacted me very quickly after the changeover, and I found it really reassuring that he took plenty of time to talk with me, get to know my situation, and circumstances, and was very thorough in assessing what my financial advice needs were, rather than just what he thought he could do for me.
I had been concerned that moving to a new company after being with someone who'd advised me for years, and understood my priorities, might make for a difficult and worrying transition, and give me concern about my security going forward. But that has not been the case. Being advised isn't just about facts and figures, it's how the whole thing makes you feel that is important.
Adam has gathered all the information he needs to advise me for my situation, and his response time to any queries I have is very speedy.
I am very happy with Adam, and AFH as my financial advice team.
Julie.

Adam was very professional helpful and clearly knew his subject, he made the experience interesting and has helped us to plan not only for our retirement but the future of children. Highly recommend.

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.