AFH Wealth Management Arvostelua 

My financial advisor, David Reilly, listened to what I wanted to do and gave me the advice necessary to meet my objective for my pension plan. He is easy to contact and approachable, answering any questions in a clear and understandable way.

Regular investment email updates and easy to understand written performance reviews. Topics relevant to current trends are covered regularly as market conditions fluctuate.

Adam Page hosted our annual investment review this afternoon. This was a Teams online meeting rather than face to face.
Adam quickly assessed our level of expertise and cleverly pitched his approach to reflect our inexpert knowledge.
The review was kept humorous and friendly whilst effectively covering the issues that needed to be addressed.
This turned what we were expecting to be a tedious task into a thoroughly pleasant experience. Thanks Adam.

Met Adam Page today for the first time and looking forward to future discussions as he is very easy to talk with and gives a reassurance he will ensure we understand all the details so we make the right decisions.

My broker Jo tirelessly worked on my case for months due to several issues I had, she got me everything I needed at a good rate and even worked days she was meant to be on holiday. She definitely went above and beyond non stop until she cracked it for me. I cannot recommend them enough.

I have been with Mike Rogers for approx 30 years,he is an excellent financial adviser
Always delivers

Really appreciated the time Nik spent with me. Very sensible non- pushy advice. Very happy to recommend.

Adam was very helpful and not pushy. Explained things clearly. Highly recommended company.

Paul Hoskyns is brilliant, he gave my husband and I great advice and supported us through the process of sorting out our pensions.

It has not been an easy transition but Paul and his team have made it much more easier for us to plan for our future.

We appreciate Paul and the teams continued support whilst we plan our retirement.

I have been with AFH Wealth Management now for nearly 6 years and have had a positive experience with them throughout this time.
I have regular and constructive reviews of my finances and investments with my financial advisor, who understands fully my plans for using these investments to finance my continued retirement.
I would, therefore. recommend AFH Wealth Management for anyone requiring good financial advice and support.

Chris May at AFH has been a pleasure to work with. He has listened to my parents needs and come up with a solution that is tailored to them, giving them piece of mind for the future. He is diligent, patient, and generally easy to deal with. I would therefore highly recommend him.

Discussions with my advisor, Chris May, have been easy to conduct and his work has been thorough and timely.

I look forward to a long and positive relationship between me and Chris/AFH Wealth Management

Our Financial Advisor Raymond Bloomfield, visited our home at a time to suit ourselves as we both work full time. We discussed our Pension needs and he answered all our questions and gave us further advise for our retirement. Fully recommend him, excellent, professional service.

I had the pleasure of having Jo-Ann as my mortgage broker for buying my first property. I cannot praise her enough for her hard work and support over this year.

I had a rollercoaster of a property hunt with my self pulling on of one purchase and a seller pulling out of another. Fortunately, Jo was only a phone call away and was often working late and early mornings to get my mortgage(s) sorted, as well as someone who I could rely upon for advice. This was all massively reassuring being a first time buyer, but most importantly, she was able to get me a great rate on a mortgage for the house I will be making a home.

Hats off to Jo and the team at AFH!

I've been having my finances looked after by Tony and Faisal for years now . Firstly on getting my mortgages sorted out and later my investments. Justbrecently Faisal organised POA for me too through AFH . I would definitely recommend them

Jo Westlake is an exceptional financial advisor whose professionalism, integrity, and depth of knowledge inspires complete confidence. Jo takes the time to truly understand my circumstances and goals, and offers clear, tailored advice that balances practicality with long-term vision. Her ability to explain complex financial matters in an accessible way, combined with her reassuring approach, makes working with Jo both productive and reassuring. I feel supported, informed, and empowered to make sound financial decisions

We had our first meeting with Jo Westlake and were very impressed with her warm, friendly and professional manner. Jo provided a very comprehensive and clear appraisal of our finances. She also highlighted other areas that we had not considered but that would have a positive impact for the future. We very much look forward to working with Jo.

Our advice Jo-Ann Westlake is amazing. She went though all information with us answered everything question. We did go to a different mortgage company beforehand but we had a wait over a week for answers and felt like they didn’t really want to help and we was not good enough because of our circumstances.
After finding Jo-Ann from a recommendation, we felt so much more comfortable and felt we had hope of getting a mortgage, which we have because of Jo. Could not be happier with Jo-Ann. Thank you so much.

Me and my partner originally have gone to get our first mortgage from a different company, who treated us with hostility, was unhelpful and basically told us we would never be approved, while also looking down on us because of our 5% deposit. A member of my family recommended using Jo from AFH to see if she could help us any better. Best decision we made.

From the start, I'll admit, we have put multiple personal obstacles in the way of doing a successful job by Jo has absolutely smashed this out the park. With every challenge, Jo has adapted and found the solution to the problem, being completely transparent about the possible outcomes of what each problem could bring. She overcame every single one.

We are proud to say Jo succeeded, finding us a mortgage at the current rates, after being told we were basically an impossible case by someone else.

Jo, personally, is kind but to the point with critical information at every step. I feel like she has gone above and beyond the amount we have paid for the services. You definitely benefit from the passion and attention she puts into her job.

Thank you Jo, I will recommend you to everyone I speak to regarding mortgages. Look forward to dealing with you in 5 years time for the remortgage!

We have been working with AFH for a number of years and have had a good level of service, this year due to retirement we are now working with Nigel Goodison from AFH and he has brought the level of service and employee engagement to pensions to another level.
The feed back from employees is extremely positive in relation to the quality and timely delivery of advice and he has enhanced our employee engagement and administration procedures.

Thankyou
Mike Hirst
Financial Director
Swann-Morton Ltd