AFH Wealth Management Arvostelua 

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.

Andrew Smith was helpful, clear and knowledgeable. He arranged in person meetings which is always a useful way to establish trust and confidence at the start of a new relationship.
It's too early to say whether the company lives up to expectations as far as financial performance goes. Fingers crossed!

We dealt with Andrew who was brilliant, he made us feel at ease from the start. He sorted my pension and our wills.Andrew kept us well informed at every stage of the process which was great.Also Gail was great sorting all the forms out.i would have no worries recommending AFH Wealth Management

Professional guidance all the way throughout.
The service I received from Andrew was outstanding. He kept me informed at every stage of the process for taking out part of my private pension pot.
My thanks also to Gail for overseeing the document process and ensuring I had the necessary forms to sign, quickly and efficiently.
Any financial advice I need in the future, AFH Wealth Management will be my first point of contact and that is a fact.

Seriously impressed! Thank you.

Discussions, guidance with Nik Lambert made feel relaxed and confident relating to my assets. Nik was very professional in his discussions making sure that I understood what was being discussed and proposed. Also Nik was very attentive to documentation ensuring all was correct and giving clear details. Nik has a friendly attitude which in turn makes it easy to ask questions and give support when required

Good service from Duncan as always. Went through our portfolio and explained everything clearly. Checked that the plan still met our needs. Happy with our investments and how AFH manage the account

Met with Adam Page yesterday at an initial contact meeting following the retirement of our previous FA.. First impressions were very positive. Very personable manner and tuned into our financial issues and requirements immediately. Bodes well for the future and looking forward to working with Adam to explore future financial options open to us.

Nigel has been advising our company for quite some time so has become a very trusted advisor. He makes perfect sense of the things that aren't so clear, and explains things in layman's terms. It's very reassuring to have someone in the background with the knowledge to support and fill the gaps when we need them

Nigel is extemely knowledgable regarding pension matters and is very proffessional and explains everything our company needs to be aware of! Would highly recommend!

This company are great. Our adviser (i.e. Mr. Duncan Budd) is especially friendly and professional.

My advisor David gave me good advice and guidance regarding my pension and the results of this has given me great confidence going forward.