AFH Wealth Management Arvostelua 

My parents sought most of their financial planning and investments through AFH Wealth Management for many years, until sadly, they passed away.
Based on the service my parents received, and the overall management and performance of their invested funds, both myself and my wife have continued to use AFH for our own financial planning and retirement goals.
To this end, Emmanuelle Sidaway (Independent Financial Advisors), has worked extremely hard with ourselves and the AFH Business Team to secure the best performance possible, in what are extremely difficult times.
Regular reviews and guidance are above and beyond.
We’re extremely grateful for all the help and continued support provided by Emmanuelle and the AFH Team.

Michael Lennon has been helpful and knowledgeable. He has given us useful advice and followed up immediately where further clarification was needed.

My meeting with Micheal Lennon was very relaxed and informative. We discussed the principals of risk and taking a long view of an investment strategy, along with the concepts of diversification. I felt reassured by the end of the meeting.

In the time we have been clients of AFH we have had several meetings with our financial adviser Michael Lennon and have found him to be very clear and concise with his good advice and he responds promptly to any queries.

Superb communication, very knowledgeable, human and friendly.

Michael Lennon is an excellent financial advisor. He takes the time to assess our needs, gives helpful and honest advice, and always in a friendly and convivial manner.

AFH have been looking after my interests for many years. I cannot find fault with this company.

Banks Wealth Management had been my financial advisors for a number of years, and I must admit to being a little apprehensive when they were taken over by AFH.
However Michael Kennon has taken the time to understand my needs and priorities and has provided clear and balanced advice when it came to making decisions. I am very pleased with the service.

I find financial planning so stressful it is a subject where I have no expertise. it is essential that my FA is professional has expertise, can ask pertinent questions and listens to concerns.
Michael Lennon ticked all of the boxes.

I'm happy with AFH.
Mike Lennon is knowledgeable and very helpful.
I will stay with AFH as long as Mike does.

Not been with AFH for long, but Michael has been clear and open with his advice.

I’m not without some financial acumen & when my original advisor with AFH suggested I might transfer my pension over to the AFH platform, I did not feel this was best advice for me & consequently did nothing, but considered moving my business elsewhere. However, since Michael Lennon became my advisor, I feel he has dealt with my concerns effectively & proved to be very professional, honest, reliable & I’m very happy with his guidance & support. As a consequence, AFH have retained my business.

I am aware of Michael’s knowledge and I have every confidence in the advice and guidance that he is providing. I sincerely hope that he will remain my financial advisor for many years to come.

We recently joined AFH after our financial adviser retired and recommended AFH. Being "techno dinosaurs" we were slightly daunted by the fact of having meetings through the computer but Ollie, our new financial adviser, was wonderful. He was extremely patient, went through absolutely everything with us in details we could understand but took the time to explain anything we did not understand. The company also seem "on the ball" with sending out the relevant forms/paperwork. Thank you so much Ollie for making the transition reasonably easy.

Trish was absolutely amazing!!! Helped me all the way through and made sure I understand everything. She has worked so hard and got me my dream house/morgtage. I can not thank Trish enough. She is so supportive and everything you need when goring through something so difficult

I’ve always found AFH to meet my expectations and my adviser Clive Strange to provide a top class personal service.

I’ve had my pension with AFH for a few years now. No issues with my named advisor. However, I find the discretionary service basically just tracks the average market movements. So not really anything special given the additional charge made. I also used to find their phone app a good basic facility but they withdrew it without advising after it stopped working! I was directed to their on line service which has a more long winded log in process. After contacting them I was told they are preparing a new app but have no idea when it will be ready! Not overly impressive for a company providing state of the art advice!

I was a client of AFH Wealth Management from 2012 to 2018 and my late father a client from 2014-2023. My late father's investments were managed by AFH's discretionary management service, which purports to bespoke manage your investments to produce benchmark-beating performance growth in accordance with one's assessed risk profile. (AFH's risk assessment tool is the bluntest I have ever seen)
So my review of AFH is sadly dire and if I could give nil stars I would.
Please do not risk your assets or monies with this company, they will charge you EXCESSIVE FEES and deliver VERY VERY little in return.
My 80 year old father, a UK basic tax payer, was miss sold a product: a complex and unncessary offshore bond - which was clearly of more benefit to AFH (ie high fees, complex with very high fees, difficult to exit from) than to my father, their client.
AFH's 6 monthly reports, if they turned up, were often incorrect (even basic data would be wrong) and mainly consisted of useless generic economic commentary which had clealry been copied from google & was used to pad out little other content in these alleged client reports.
AFH's supposed investment management team are either very untalented or incompetent or both as their performance results are simply appalling. For example my father's portfolio (med risk) of £200k in 2014, in ten years has seen only £66k growth, that's £6.6k annual average or 3.34% annual avg. AFH have taken discretionary management investment fees of £29,279 this equates to 14.64% of the original investment. Please read that agian so you understand: £66k of growth was achieved by AFH in 10 years and they charged £29,279 in fees.
I do not accept that Financial Advisors can be permitted call upon the old excuse of "investments can go up or down" caveat when they are taking substantial fees to manage investments.
A complaint is onging with AFH for their failure to provide the service (discretionary managed service) that they were contracted to provide. I have suggested that they consider whether they have acted appropriately. I will report back in due course.
August 2024

I have been a client with AFWM for 10 years. Very good company. Lots of advice and good service. Also, regular communication.

We were recommended to AFH by a family friend as we needed financial advice. We were greeted warmly by James Busby who made us feel completely at ease. From pensions to savings and power of attorney to wills he explained everything we needed to know and made it simple for us to understand.We would reccomend AFH to anyone who requires legal and financial help.