Meet our advisers

We have over 200 independent financial advisers across the UK, bringing you tailored advice based on years of experience. Our financial advisers are here to help you meet your financial goals. Below you will find just some of the advisers we have on board.

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Adrian Hooper

If you can dream it, you can achieve it.

Location:

East, South and West Wales

Specialisms:

Investments, retirement planning and protection planning.

Interesting fact:

I am an avid charity fundraiser

I have worked as a Financial adviser for more than 30 years. I am currently a self-employed independent financial adviser, with many years of previously working in the banking industry. 
As an advisor I help my clients in all aspects of financial advice to conclude with a positive outcome for them.
I'm not a fitness fanatic but enjoy taking part in walking/cycling challenges and have proudly been a part of raising over £100,000 for different charitable causes through various events.

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Alex Grant

Dream it, wish it, do it.

Location:

Wiltshire

Specialisms:

Retirement planning, business and personal protection and investments.

Interesting fact:

After completing a Rough Runner race for charity last year, I have now entered the ballot for the London Marathon - a bit of a step up!

I am very much a family man with three girls in my life: my wife and two daughters.  After many years of playing football, I now like to keep fit by regularly attending my local gym and cycling. 

I have been working as an advisor now for 17 years and I have built my reputation on a close working relationship with my clients to give holistic financial planning, providing solutions for short and long term planning.

I am happy to meet my clients either in the comfort of their own homes, or I have access to office facilities in Devizes and Pewsey in Wiltshire.

My initial, no obligation meeting is always free of charge. 

Alex-Rawlinson

Alex Rawlinson

Always onwards and upwards.

Location:

Gloucestershire, Worcestershire, Oxfordshire, Bristol and Bath areas.

Specialisms:

Retirement planning; investments; personal and corporate protection; inheritance tax planning; equity release planning and mortgage advice.

Interesting fact:

I used to run a successful gastro pub in London.

I am an experienced independent financial adviser and take the time to understand my clients’ short and long-term goals. My job is to provide you with a solution tailored to your circumstances, and to support and guide you throughout your financial planning journey.

Alison Burgess 2-2

Alison Burgess

Luck is opportunity meeting a prepared mind.

Location:

West and East Midlands, Warwickshire, Oxfordshire, Buckinghamshire, Leicestershire, Shropshire, Hertfordshire and London

Specialisms:

Investments, retirement planning, inheritance tax planning and protection advice.

Interesting fact:

In my ‘other life’ as a trained musician, I have been a member of Ex Cathedra Chamber Choir for over 35 years

As an IFA, I have been providing independent financial advice for over 30 years. Before joining AFH 10 years ago, I ran my own independent financial services practice in Birmingham where, along with mainstream financial advice, we specialised in inheritance tax planning and investment seminars for potential and existing clients. Being an IFA with AFH has enabled me to concentrate fully on offering individual clients and families long-term, bespoke, holistic, financial planning advice. 

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Amanda Holden

A goal without a plan is just a wish.

Location:

Essex

Interesting fact:

I play netball, on a team I started to get back into the sport 5 years ago

My financial services career launched over 2 decades ago with a comprehensive 'big four' banking foundation. My passion is taking the time to understand every client's specific needs in order to collaboratively build a tax efficient strategy which works given their personal, family and business circumstances. Valued client relationships are at the heart of what I do. I actively encourage my clients to meet with me regularly to ensure their plans stay relevant and on track.

Andy Chater

Andy Chater

My goal is to help clients to achieve their goals.

Location:

Dudley, Birmingham, Wolverhampton, Walsall, Telford, Shrewsbury, Worcester, Hereford, Gloucestershire, Stoke, Manchester, Wilmslow and South Wales

Specialisms:

Retirement planning

Interesting fact:

I love travelling and, so far, have visited 36 countries and 10 territories

I have nearly 30 years’ experience in the industry, with some clients that I have been looking after for over 20 years. I am always willing to meet new clients for a no-obligation introductory meeting.

Barry-Mitchell

Barry Mitchell

I never learned anything whilst talking.

Location:

Somerset, Devon and Cornwall including the Isles of Scilly.

Specialisms:

Investment, retirement, protection and long-term care planning

Interesting fact:

In 1998, I was lifted 300ft into the air and my only connection to ‘reality’ was a bungee cord attached to my ankles! I raised £1,500 for a local children’s hospice.

My financial services career started in 1991 and has been built on offering my clients a truly personalised service. I strive to build and maintain long-term client relationships, providing trusted and on-going advice for their changing needs and priorities.

Ben Perks Financial Adviser

Ben Perks

Trustworthy, jargon free advice.

Location:

I am based in our Stourbridge office, but will travel to meet clients across the UK.

Specialisms:

I specialise in all aspects of mortgage lending. Over the years I have become knowledgeable in Residential and Buy to Let lending and can assist customers with ‘out of the ordinary’ requirements, often able to help where others have not.

Interesting fact:

I enjoy taking part in endurance challenges. I’ve cycled the length of the UK, ran a marathon and completed a 40-mile endurance race. I have plans to do more as long as the knees allow.

After gaining experience in the Corporate Recovery and Personal Finance sectors, I started work at Hayburn Rock in 2012 specialising in Mortgages and Associated Protection. When AFH completed the acquisition of Hayburn Rock in January 2019 I joined the company. I pride myself on a client centric approach to advice and will always go the extra mile to help people.

Bill-Matthews

Bill Matthews

Trust is the most valuable currency in business.

Location:

Worcestershire and surrounding areas.

Specialisms:

Holistic Financial Planning for Individuals and business owners covering all areas from Protection to Retirement and Estate preservation.

Interesting fact:

Whilst at school, I was in a charity appeal film shown on the BBC.

I have provided a personal and thoughtful service for my clients for almost 50 years. I’m very personable and help make sure my clients feel comfortable and understand their financial arrangements. I’m very proud of the long-standing relationships I have built with my clients, and still feel excitement when I see a new client - especially as they’re usually referred by an existing client.

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Bobby Dhesi

Time is precious, waste it wisely!

Interesting fact:

At the age of 23, I completed the Tony Robbins Fire Walk (walking across a bed of hot coals with bare feet) without any injuries!

I have had a successful career to date and feel extremely proud of the reputation I have built over the past 15 years in the financial services industry. I take the time to get to know my clients’ current and future personal and financial circumstances, as well as their aspirations. This enables me to provide them with holistic financial planning advice throughout the different stages of their lives. 

I encourage regular reviews with my clients to ensure their plans continue to meet their needs. The most rewarding part of my job is witnessing clients reach their financial goals, be that funding their children through university, protecting their loved ones or taking an early retirement.

 

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Carl Walliss

Carpe diem - seize the day.

Location:

Devon, as I live in Torquay

Specialisms:

Retirement planning, investments, inheritance tax planning and business and personal protection.

Interesting fact:

I was quite shocked at becoming a grandad last year at the age of 52! I now have 2 granddaughters (another one this year), it certainly changes your perspective on life.

I started my career as a financial adviser in 1991. I have been advising some of the same clients for over 28 years and pride myself on forming long-lasting and trusted relationships. I enjoy playing golf and I am a member of Torquay Golf Club. I also like to get out on the various local coastal paths when the weather is good.

Chris-Dymond

Chris Dymond

Make the most of everyday, living life to the full.

Location:

Devon and Cornwall

Specialisms:

Investments, pensions, protection and financial planning

Interesting fact:

Travelling has been a lifelong passion, with my first solo holiday to Russia at 19 years old - at the time of the Cold War!

I have worked in financial services for more than 35 years. I take great pride in providing the very best advice to clients, tailored to their needs and individual circumstances, together with the highest levels of support. I pride myself on building strong, on-going relationships with my clients and their families.

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Christopher Hunter

My clients come first.

Location:

Cheltenham, Bromsgrove, Birmingham. I mainly cover the Midlands, and also have many clients in London and further afield.

Specialisms:

Investment Advice; Retirement Planning; Inheritance Tax Planning; Financial Protection Planning; Specialist Private Client Investment Services.

Interesting fact:

I speak French and German fluently, and have represented England twice in small-bore target rifle shooting.

After completing a BA in French and German at the University of Bristol in 2003, I moved back to the Midlands to undertake my training as an IFA and have remained in the area ever since. I now live in Cheltenham and continue to provide Wealth Management advice to individuals, families, companies, and trusts. I moved to AFH in 2008 because it was clear to me, they had a very well-resourced investment team and were serious about leading the IFA and Wealth Management community in investment advice. Today we continue to deliver excellence in investment advice and maintain a pioneering approach in delivering exceptional investment solutions. The essence of my role is my care for my clients, and this is very well supported by AFH in all areas of advice. I have many clients with whom I have worked for well over 10 years.

Clive Sidaway 2-2

Clive Sidaway

The best time for new beginnings is now.

Location:

The Midlands (I am based in Halesowen, West Midlands. I cover the whole of the Midlands, with my client base spreading from Shrewsbury to Northampton and Cannock to Cheltenham.

Specialisms:

Investments, retirement planning and protection advice

Interesting fact:

Outside of work, I am an avid follower of the Moto GP. I also enjoy cycling to keep fit.

I began working in financial services with the Co-operative Insurance Society (CIS) in 1986 and joined AFH in 2006. I offer to meet new clients for a no-obligation introductory meeting to see how I can help them achieve their financial goals. I then prioritise their objectives and create a bespoke financial plan, putting my recommendations into action.

Clive-Strange

Clive Strange

Here to help guide you towards making a well-informed, balanced decision.

Location:

I have clients all over the midlands and the south, with my main focus in and around Hereford and Worcester.

Specialisms:

All aspects of Financial Planning, including Long Term Care and Equity Release cases, with most activity in pensions and Inheritance Tax planning.

Interesting fact:

I used to be able to do the Rubik’s cube in less than a minute

I take my time to fully understand a client's situation, to review any existing policies and present a very thorough analysis of my findings with a precise recommendation on how I think you should proceed. Having qualified in 1995, I am now a Chartered Financial Planner, which is the highest level of qualification in our industry, and a Fellow of the Personal Finance Society.  Rest assured that you’ll be dealing with an expert who prides himself of delivering excellent and punctual customer service in a down to earth, friendly manner.

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Damian Cross

Life is like a box of chocolates; you never know what you are going to get, so ensure you put a plan in place to help you get the flavours you like.

Location:

Greater Manchester, Liverpool, Lancashire, Yorkshire, Cumbria

Interesting fact:

I was told after spinal surgery, and due to the permanent damage caused, I would never be able to run at speed for any longer than 10 minutes. With grit and determination, I completed a half marathon within two hours.

I joined the financial services profession three years ago, after a career in the Royal Military Police spanning 18 years, and the hostile private security industry, working in Iraq and Afghanistan. My son's arrival made me realise I still wanted a challenging career but I also wanted to spend time with my family. I enjoy meeting and helping people, and being a financial adviser offers me that. I'm truly passionate about providing the best level of service to my clients.

Daniel Brown Independent Financial Adviser

Daniel Brown

For a secure and planned future

Location:

Being a desk-based adviser, I use modern technology to connect with my clients, which has enabled me to build strong relationships all over the UK at a click of a button.

Specialisms:

Investment, retirement planning, personal & business protection, inheritance tax

I’ve been working in financial services for the past 7 years and what I love about my role is being able to make a real difference to people’s lives, whether that be helping clients retire early, buy their dream home or leave a legacy to their family. I pride myself on giving my clients a service which is focused on achieving their goals.

Daniel Seal Financial Adviser

Daniel Seal

“Keep it simple, eliminate jargon”

Location:

East Midlands / South East

Specialisms:

Pensions, Investments and Protection

I am an independent financial adviser at AFH Wealth Management and have continued to study over the years to become a Level 6 Chartered Financial Planner with the Personal Finance Society.

As a forward thinking, proactive adviser, I can provide both corporate and private advice with a holistic financial planning solution to meet all of life's goals. Whether you have a complex investment portfolio, or simply wish to plan for a comfortable retirement, I will take the time to understand your short and long-term objectives, before offering a personal approach to generate a solution that is exclusively yours. I will then continue to offer guidance and reassurance throughout your relationship with a view to becoming a trusted and long-term adviser.

 

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Daniel Walsh

Good financial planning is not about become rich quickly but avoiding becoming poor slowly.

Interesting fact:

I have enjoyed singing all my life and I have had the opportunity to perform at the British Embassy, in Paris, Durham Cathedral and York Minster.

Whatever life stage my client is at, my role is to understand their circumstances, their goals and then provide the financial bridge between the two. I draw on the expertise of AFH to independently review the options available to my client and make recommendations to protect them and their loved ones, help them make the most of their savings, or simply to ensure they can enjoy a worry-free retirement. 

As an adviser, my priority is to ensure that my clients understand and feel completely comfortable with the solutions presented to them.

 

David A Taylor 2-2

David A Taylor

Never rush into making financial decisions.

Location:

North West England

Specialisms:

Investments, retirement planning, inheritance tax planning and long-term care planning.

Interesting fact:

I recently completed a 15km sea swim challenge around Scilly Isles, and a charity bike ride from Penrith town clock to Big Ben in London for the Bobby Robson cancer charity. We raised over £15,000.

I help clients set realistic financial goals and develop a plan that can be reviewed and updated regularly. It is important to have a good understanding of clients’ concerns and aspirations. I work directly with both my clients and their families, if appropriate, in order to help them make sound financial decisions. 

David-Bassett

David Bassett

Enjoy a work/life balance.

Location:

Shropshire and the West Midlands I also look after a cluster of London-based clients.

Specialisms:

Mortgage advice including residential mortgages, commercial mortgages, buy-to-let, and later life lending.

Interesting fact:

I volunteered at the London 2012 Olympics games and wrote a book about the Albion

I was a ‘full service’ independent financial adviser until 10 years ago, but now I focus on providing mortgage advice. During my career, I have served as a non-executive director of a building society, a housing association, a careers agency, a tax charity and a sports council. I've volunteered at the London 2012 Olympics, written a book about West Bromwich Albion and enjoy cricket, squash, football, golf and tennis – just with more aches and pains! Clients will benefit from both my breadth of financial advice experience, aswell as the focus I bring to my specialist areas.

David-Goldfinch

David Goldfinch

Sometimes the questions are complicated, and the answers are simple.

Location:

Southern England

Specialisms:

Retirement planning, investments and protection

Interesting fact:

Outside of work I enjoy riding and restoring classic motorcycles.

I live in Whitstable and travel extensively to see clients throughout the south of England.  My financial services career spans 31 years and I have worked for several providers, including Prudential, Aviva and RBS. I hold a Personal Finance Society Diploma in Financial Planning. 

David-Quarrell

David Quarrell

You are only here once, life is not a rehearsal. So, if you fail to plan, then you plan to fail.

Location:

West Midlands, Shropshire and Staffordshire.

Specialisms:

Retirement planning

Interesting fact:

I am keen angler and secretary of my local fishing club. I also follow the Midlands Premier football club.

As a financial adviser, my primary goal is to help my clients protect what they have and hold dear, and plan for what they aspire to achieve, while never forgetting that they’ve worked hard for not only their money, but the dreams they hope to turn into reality.

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Debbie Burchall

You reap what you sow.

Location:

North East and Yorkshire

Specialisms:

All areas of the financial planning

I have been a financial adviser for over 20 years and strive to offer my clients financial advice that is relevant and easy to understand in a complex world. I believe that professional financial advice can add significant value to the lives of individuals and businesses alike. 

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Dr Sandra Saint

The only thing that is constant is change.

Location:

Nottinghamshire, Leicestershire, Derbyshire.

Specialisms:

Retirement planning, investments, inheritance tax planning and long-term care planning.

Interesting fact:

In my spare time, I enjoy rocking climbing, yoga and tai chi.

As an independent Chartered Financial Planner, I understand how important it is to listen to my clients in order to understand their needs and wants. What do clients really want? A sensible and achievable financial plan coupled with financial security and sound financial advice.

Ellie Final-2

Eleanor Hopton

The harder you work for something, the greater you’ll feel when you achieve it.

Location:

Somerset, South Wales, Wiltshire, Gloucestershire and North Devon

Specialisms:

Retirement planning

 

Interesting fact:

I ran the Bristol half marathon in September 2018 in 1 hour and 53 minutes, which is my current record, and managed to raise just over £1,000 for the RSPCA in the process.

I am a fellowship qualified financial adviser, and I take absolute pride in delivering advice to my clients that will enable them to achieve their longer term dreams and goals. 
I am a very detail-oriented and driven individual, and deliver financial advice for investments, tax planning, pensions, inheritance tax planning and protection. 
I firmly believe in building strong and long-lasting relationships with my clients. 

Elissa Final

Elissa Groves

Good sound planning ensures a brighter future for you, as well as all your loved ones.

Location:

Bristol and South Gloucestershire area, with easy access to the South West and Wales.

Specialisms:

Investments and retirement planning

Interesting fact:

I am an Apiarist which is the official name for a Beekeeper

With nearly 25 years in the financial advice industry, I am proud to offer my clients holistic, independent financial advice. Due to the ever-changing financial environment, it’s important to implement a disciplined, long-term structure for effective wealth management. Be it straightforward or complex needs, I can assist my clients in achieving their personal goals and realising their aspirations.

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Emmanuelle Sidaway

One must talk little and listen much.

Location:

Shropshire, West Midlands, Staffordshire, Worcestershire, Derbyshire and London.

Specialisms:

Financial planning and investments.

Interesting fact:

Running is a big part of my life; my last main event was the London Marathon.

For me, the most important quality of a financial adviser is the ability to listen. Your circumstances are unique, and understanding my clients’ needs and ambitions is crucial to giving them the best advice possible. I take pride in working with a diverse range of clients, offering each of them the personalised service they need.

 

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Graham Bentley

Clients satisfaction is my goal

Location:

I mainly offer advice to clients in the West Midlands but have existing clients in all areas of the country.

Specialisms:

All areas of mortgage related business including residential lending, buy to let lending for individuals and limited companies. I also provide advice in the areas of protection including life with critical illness, income protection and family income benefit.

Interesting fact:

Since I was a child, I have been a huge fan of the Wolverhampton Wanderers and now I am season ticket holder. My passion is golf and I often play at the Penn Golf Club in Wolverhampton.

I started in the Financial Services Industry in 1979 with Prudential Assurance, were I spent 14 years advising on life assurance, savings and pensions. Later, I joined Pearl Assurance where I was asked to join a small team offering mortgages through a limited panel of lenders and this is when I completed my mortgage qualification obtaining full CMAP for mortgage advising.

I like the idea of being able to help clients get on to the housing ladder so I joined AFH Wealth Management as an independent mortgage adviser in 2014 and I can search the whole of the market to find the lender that best suits your needs and offer both experience and expertise.

Helen Evans financial adviser

Helen Evans

Everyone needs a plan

Location:

South Wales

Specialisms:

Retirement planning and options. Commercial financial planning

I have over 25 years’ experience in the financial services industry and enjoy going through the various stages of my clients’ lives.  Whilst I don’t take myself too seriously, I do take the quality of my advice, level of service provided and my reputation very seriously, and that has ensured clients feel comfortable with me as a person they trust and who’s advice they value.  I feel extremely privileged to have this relationship with my clients and helping them achieve their goals gives me a great sense of achievement.

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Helen L Evans

Trust yourself and others will trust you.

Location:

Peterborough City; including surrounding towns and villages

Specialisms:

Investment planning, inheritance tax planning and retirement planning.

Interesting fact:

My hobbies outside of work include politics, fashion, music, and keeping fit

I have been an independent financial adviser for 30 years, with the last 20 years spent in and around the surrounding areas of Peterborough. I am a forward-thinking, proactive adviser who provides both corporate and private clients with financial solutions to meet all of life’s goals. Whether you have a complex investment portfolio or simply wish to plan for a comfortable future, I will take the time to understand your short and long-term objectives.

Ian-Head

Ian Head

In life, the rear view mirror is always clearer than the windshield.

Location:

East and West Sussex and part of Surrey (BN and RH post codes).

Specialisms:

Retirement planning and investments

Interesting fact:

I have seven godchildren aged between 10 and 30, all of whom I am very close to and see on a regular basis.

A forward thinking and proactive adviser, I provide both business and private clients with financial planning solutions to meet their life goals. Be it a complex investment portfolio or planning for a comfortable retirement, I take the time to understand your short and long-term goals, offering a personal approach to find the most suitable solution for you.

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Ilke Humphries

Time is precious, waste it wisely!

Location:

Bedfordshire, Hertfordshire, Buchinghamshire and some parts of Oxfordshire.

Interesting fact:

Fluent in Turkish, love chasing the northern lights, skiing and other winter activities.

I am a fully qualified independent financial adviser with more than 13 years of experience. I aim to develop long-term relationships with my clients in order to help them create a sound financial future. As an adviser, every client interaction for me is centred around their specific needs, with the advice I give designed to identify the right solution for these unique needs. I provide specialist financial advice on savings and investments, retirement planning, protection and inheritance tax.

James Busby Financial Adviser

James Busby

Your life is a product of your decisions.

Location:

I mainly look after clients in the Midlands and Oxfordshire areas, however I have clients all across the UK.

Specialisms:

Retirement planning, savings and investments.

Interesting fact:

I love exploring and visiting new places and I am a lifetime member of the National Trust.

As a Chartered Financial Planner and Fellow of the Personal Finance Society, I aim to deliver a clear and jargon free approach to financial planning, providing appropriate solutions to my clients’ needs. I believe in building long lasting client relationships, which are based on trust, respect and understanding.

James Edge Independent Financial Adviser

James Edge

Plan for today, tomorrow and your future!

Location:

I am based in Shrewsbury but will travel to meet clients across the Midlands and Wales too.

Specialisms:

investments, pensions both pre and post retirement, protection and inheritance tax planning

Interesting fact:

My spare time tends to revolve around my family and taking my children to Shrewsbury Town home games.

I have been a financial adviser since 1997 having previously worked in Bank assurance for many years. My client base is very diverse, ranging from young professionals just starting their financial planning journey to much older clients bearing the fruit of theirs. I also advise companies and it is an amazing privilege and responsibility knowing so much about a client’s private affairs and their hopes and fears. Helping people achieve their financial goals is my goal.

Jason Harris Independent Financial Adviser

Jason Harris

You only have one life, make the most of it and enjoy the ride!

Location:

Midlands, London and surrounding areas

Specialisms:

Retirement planning, investments and inheritance tax planning

Interesting fact:

I manage a successful local Youth football team, take part in gym Iron Man events and often like to run full and half marathons for charity.

I have enjoyed a very successful 26 years as a financial adviser, with the last 17 working as an Independent Financial Adviser, meaning I have not been restricted in terms of products and providers I have been able to advise upon. During this time, my aim has always been to put customer service at the forefront of my proposition whilst building deep personal relationships with my clients.

I joined AFH in 2011 as they mirrored my core values whilst providing investment solutions that add value and work in complete harmony with my clients' long-term goals.

I pride myself on ‘jargon-free’ quality advice whilst offering an innovative and diverse approach to planning.

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Jayesh Ratna

"Know where you are today and plan where you want to get to”

Interesting fact:

I practised law before moving into financial planning.

With nearly 20 years’ experience as an independent financial planner, I assist my clients through all stages of financial planning. My clients include business owners, LLPs, professional services partnerships, employees and retired individuals. 

As an independent adviser at AFH, I make whole-of-market recommendations for pensions, investments and protection, working closely with clients’ professional connections to deliver a truly holistic plan.

Joe-Swanson

Joe Swanson

May your choices reflect your hopes, not your fears - Nelson Mandela

Location:

South West England

Specialisms:

Corporate planning and employee benefits, pensions and retirement planning

Interesting fact:

I am a qualified rugby referee and coach.

I support clients in all aspects of financial planning. I mainly help business owners, self-employed individuals and employees prepare for the transition from working and saving to retirement and managing their savings, so they can enjoy the lifestyle they have worked hard to achieve.

John Moss Chartered Adviser

John Moss

If it seems too good to be true it probably is.

Location:

Live in Monmouth. Clients mainly in Gloucestershire, Bristol, South East Wales, Herefordshire, Worcestershire

Specialisms:

Retirement planning, investment, group pension schemes, individual and business protection

Interesting fact:

I’ve always been interested in environmental issues and was awarded a BSc (Hons) degree in Environmental Chemistry from University of Bristol at the grand old age of 42.

I have worked in the Financial Services for over 45 years in various roles including underwriting, lecturing, training and for the past 23 years, advising. I am Fellow of both the Personal Finance Society (FPFS) and the Chartered Insurance Institute (FCII). In addition, I have achieved the highest available level of qualification being a Chartered Financial Planner. I always try to ensure that my clients understand thoroughly the advice and recommendations I provide for them.

John Wright 2-2

John Wright

Investing is a little like travel: a successful journey requires choosing the most suitable transport, having a destination in mind and setting off in (generally) the right direction.

Location:

South West of England, centred around North Devon. Client meetings are generally held at the AFH office in Barnstaple

Specialisms:

Inheritance tax planning, investments and retirement planning

Interesting fact:

Although South West England is where I work, home is on the wonderful Isle of Mull, off the west coast of Scotland

I have been working in the North Devon area with my current clients for nearly 20 years. The majority of my clients have been referred by their accountants, so tend to be high-net-worth individuals who are self-employed. As an adviser I take a holistic approach to financial planning and build a successful working relationship with my clients by giving them a thorough understanding of the proposed plans and objectives before setting out with them on their financial planning journey.

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Jonathan Lewis

My glass is always half full.

Location:

The Mid-Wales coast. I’m based in Tywyn and the majority of my clients are in the Tywyn, Dolgellau and Machynlleth area.

Specialisms:

Retirement planning, investments and protection planning.

Interesting fact:

I’m a fluent Welsh speaker; it is my first language and I speak it at home with my family. Around 30% of my clients are also Welsh-speaking, and I discuss financial matters with them in Welsh - a service they really appreciate.

I have worked in banking and financial services for 35 years, and have held positions at NatWest, and Pearl Assurance Plc. I hold the level 4 Diploma in Financial Planning, and I am qualified to advise on mortgages, protection, pensions and investments. I am currently winding down the mortgage side of the business to focus on pensions and investments. This will afford me the time to stay close to my clients and conduct regular reviews.

Jonathan Wood financial adviser

Jonathon Wood

“The most important thing above initial advice, is monitoring clients’ circumstances and helping clients navigate the ever changing economic and political background through regular adviser reviews. Without this the best of planning and intentions can fail”

Location:

Cornwall/Devon

Specialisms:

Investment, retirement, protection, inheritance tax planning.

Interesting fact:

When not advising my clients, I enjoy getting out on the Water, Breaking clays, Marksmanship, working with nature on our smallholding and above all, family time with my daughter and baby boy.

I have been advising clients for over 13 yrs and in this time have built long-term relationships with my clients and gained a wealth of experience. I believe in building the sound foundations of financial planning in my initial advice to enable clients to meet and exceed their expectations over their lifetime. I am Diploma level 4 qualified.

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Julie Buxton

Is your glass half full or half empty?

Interesting fact:

I once back-flipped out of perfectly good aeroplane, linked arms with a synchro team mid-air and fell back to earth travelling at 150 mph!

With over 20 years’ experience providing advice, the greatest privilege is when clients reveal all aspects of their lives, so I can fully understand their circumstances. I pride myself on setting realistic expectations of what can be achieved.  

Throughout my years as a financial adviser, nothing has made me happier than receiving a simple ‘thank you’ from my clients when they achieve their aspirations and goals for an improved and financially ‘healthy’ lifestyle.

 

Karen-Donnelly

Karen Donnelly

Smile and be happy.

Location:

Devon and Cornwall

Specialisms:

Investments, retirement planning, protection, equity release planning, mortgage advice.

Interesting fact:

I won a National show jumping competition when I was 18

I have had a successful career to date and feel extremely proud of the reputation I have built over the past 14 years in the financial services industry. I take the time getting to know my clients current and future personal and financial circumstances, as well as their aspirations. This enables me to provide them with holistic financial planning advice throughout the different stages of their lives. I encourage regular reviews with my clients to ensure their plans continue to meet their needs. The most rewarding part of my job is building long term trusting relationships and witnessing clients reach their financial goals, be that funding their children through university, protecting their loved ones or taking an early retirement.

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Karl Thorpe

“Fail to prepare, prepare to fail!”

Location:

Based at the foot of the Cotswolds, I predominantly cover the Midlands and Cotswolds area, although I do have clients in and around London, Kent, Cornwall and Scotland!

Specialisms:

Retirement Planning - including 'pre-retirement', 'at-retirement' and 'post-retirement', Investment and Savings Advice, Inheritance Tax Planning, Personal Protection, Corporate Financial Planning

Interesting fact:

Keen member and former Chairman of Cheltenham RoundTable and have helped raise hundreds of thousands for local charities and good causes over the years

I provide fully independent, impartial financial planning advice to my clients.  I take time to understand their circumstances, aspirations and financial planning objectives before working with them to help plan for and achieve their goals.

Keith-Poultney

Keith Poultney

A lifestyle with financial freedom can be achieved through financial security and planning.

Location:

I mainly cover the CF, NP, BS, GL, HR and WR postcodes.

Specialisms:

Investments and retirement planning

Interesting fact:

I have volunteered in local school and village community events for over 30 years

I am a proud father of three, and a grandfather of three. I enjoyed a successful career in the electronics industry before becoming a financial adviser. I was previously an advice client, so I know clients expect a high level of service.

Laurence-Bembridge

Laurence Bembridge

Knowledge plus intelligent actions creates positive results.

Location:

Across the UK.

Specialisms:

Investments, retirement planning, mortgage advice, inheritance tax planning; and life and health insurances

Interesting fact:

Outside of work I have served as a School Governor and coordinator of the local Parish Magazine

I have more than 30 years’ experience advising individuals and companies and I am fortunate enough to have worked almost exclusively through personal recommendations from existing clients. As an adviser, my role is to have a clear understanding of my client’s situation, present the different options available to them and help them to decide what is right for them.

Lucy Daniel independent financial adviser

Lucy Daniel

‘Fail to Prepare, Prepare to Fail’

Location:

Based at the AFH Stourbridge office, I support clients in the surrounding Dudley, Wolverhampton and Black Country areas. Although, through recommendation and relocation I now have clients across the country.

Specialisms:

Mortgage, Protection and Equity Release advice

My career in the Financial Services began in 2004 when I joined Hayburn Rock Financial Planning Ltd as an Administrator and in 2008 I qualified as a Mortgage & Protection Adviser.

My approach to each client is unique and I always ensure the advice and service offered is tailored, personalised and more than ‘just a good mortgage deal’.


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Mark Hughes

Plan for the life that you want to live.

Location:

I mainly look after clients in London and the Home Counties, however I have clients all across the UK.

Specialisms:

All aspects of financial planning.

Interesting fact:

I am currently deputy mayor and deputy leader of Royston Town Council.

As a Chartered Financial Planner and a Fellow of the Personal Finance Society, I seek to give peace of mind, certainty and clarity by listening to clients discuss their hopes and dreams. Together we can then set realistic objectives and targets by building a robust financial plan.

Martin Stockin 2-2

Martin Stockin

Here to walk you through the maze of financial advice.

Location:

England and Wales

Specialisms:

Retirement planning, investments and inheritance tax planning.

Interesting fact:

I recently raised close to £1000 for a local hospital charity by completing a 100-mile cycle ride.

I enjoy meeting clients and building a long-term friendly relationship to improve their future financial security. I strongly believe that AFH's core values and investment services help make this achievable.

Michael-Gibson

Michael Gibson

Make life plain sailing.

Location:

The Midlands

Specialisms:

Retirement planning, savings and investments

Interesting fact:

I have been a national sailing champion - twice!

I set up my IFA business in 1993 in conjunction with a Wolverhampton-based insurance broker.  This gave me the opportunity to guide clients through the financial planning process that many thought was complex.  Many of the clients have been with me since the 90s, and have asked me to advise the next generation. With the resources at AFH, I have more time to spend with clients, monitoring and evaluating their plans to keep things on track and get the best possible outcome for them.

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Neil Henke

Location:

Hampshire, Surrey and Berkshire.

Specialisms:

Retirement planning and inheritance tax planning.

Interesting fact:

I play league pool and have walked the West Highland Way

I am qualified to Chartered level and have more than 22 years of industry experience. I look after a wide range of clients at different stages in their lives, and build personalised financial plans which are regularly reviewed to make sure my clients reach their goals. My client relationships are built on trust, openness and honesty. I avoid jargon wherever possible and explain things in a clear way – the financial world is complex enough!

Nick Heald 2

Nicholas Heald

If you want it badly enough, you’ll find a way.

Location:

Yorkshire

Specialisms:

Retirement planning and investments

Interesting fact:

I am a 7th Dan in Shotokan karate, which I was promoted to in Tokyo in December 2018. I have practiced this form of karate since 1981, and run a successful club in Leeds.

I have worked as a financial adviser since 1991, and as an independent financial adviser since 1998. I hope that when I meet a new client, it is the start of a long-term, trusted working relationship. I have many clients that I have dealt with for more than 20 years, and I hope they feel that my relaxed and balanced way of explaining their options leads to a positive outcome and experience for them.

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Nick Burchall

Treat others how you would like to be treated yourself.

Location:

North East and Yorkshire

Specialisms:

Retirement planning

Interesting fact:

I ran the London Marathon in 4h 15m!

I have more than 18 years of experience in financial services which includes working as a business and personal financial planning manager at a large bank, as a financial adviser at a large insurance company and as an independent financial adviser. I hold a level 4 Diploma in Financial Planning as a minimum, along with other specialist qualifications such as AF3 for retirement planning and the CF8 for long term care planning.

Nick Ingram 2-2

Nick Ingram

Carpe Diem.

Location:

The Midlands

Specialisms:

Retirement planning

Interesting fact:

I played semi-professional football for 10 years, then taught aerobics for a further 10 years.

I have been in the Financial Services industry for 30 years now and still enjoy it very much (except for the exams). I help clients plan for the long-term future, achieve their dreams and hopefully put a smile on their face.

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Nicola Adams

Attitude is a little thing that makes a big difference - Winston Churchill.

Location:

East Midlands, West Midlands, the East of England and the South East.

Specialisms:

Retirement planning and protection planning.

Interesting fact:

A few years ago, on a trip to Australia, I literally got ‘roped into’ climbing Sydney Harbour Bridge.

I have more than 30 years’ experience in the financial services sector, most of which has been spent working as an independent financial adviser. I deal with both personal and corporate clients, assisting them through their journey to retirement and beyond. I believe a good adviser is not just someone who possesses strong technical knowledge and qualifications, but who is also able to listen to and empathise with clients’ circumstances, recommend the right solutions and work hard to deliver them.       

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Nigel Crisp

If you want to achieve your goals, make sure you work towards them.

Location:

Mid-Wales

Specialisms:

Investments and retirement planning.

Interesting fact:

I am the vice chairman and the first team physiotherapist for my hometown football club, Llanidloes Town FC.

My career in financial services started in 1988 at Pearl Assurance Plc., and I became an independent financial adviser in 2003. In 2017, I joined AFH as I felt that their business model and practices would enable me to provide a greater level of service to my clients. I am a married father of two and enjoy playing football, running, cycling and socialising.

Nitin-Oza

Nitin Oza

It’s all about timing. How is yours?

Location:

The Midlands

Specialisms:

Business protection, investments, retirement planning and estate planning

Interesting fact:

I am fluent in three languages and worked on the Bombay Stock Exchange for seven years, specialising in Indian equities, gilts and bonds.

I enjoy helping families achieve their goals and aspirations, combining a common-sense approach with sound holistic financial planning. Being a father of two grown-up children, I understand the importance of financial planning for the family for various life events. With more than 20 years of experience in the financial sector, I have the expertise to take my clients through the journey of accumulating wealth to succession planning for their next generation in a friendly and empathetic manner.

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Paul Gerald Sheasby

Knock the “T” off can’t.

Location:

Being a remote mortgage and protection adviser, I conduct most of my business over the phone. This gives me the advantage of covering the majority of the UK.

Interesting fact:

I once got a lift from Robert Plant of Led Zeppelin

I have been in the industry for over 30 years and pride myself on giving my clients a service that is completely focused on achieving their goals. I treat each case individually and leave no stone unturned in achieving the end goal for my client

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Paul John Pitt

Life is for living, so live it well!

Interesting fact:

I have broken my arm five times in my lifetime.

I am a home-based independent financial adviser (IFA) providing holistic wealth management advice to my clients. I have more than 30 years’ experience within the financial planning industry and help both individual and business clients across all areas of financial planning.

The areas I cover include Northamptonshire, Bedfordshire, Buckinghamshire, Cambridgeshire, Oxfordshire, the West Midlands and Warwickshire.

I offer an advisory service that includes ongoing reviews to ensure your financial plans remain on track. With all of my clients, I aim to provide the highest levels of service.

I am the proud father of two children, Emma and James. My passions are animal welfare through my former trusteeship and links with the Northampton branch of the RSPCA, playing football and I support Aston Villa.

 

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Peter Hewett

Live life fully, and correctly. All our dreams can come true if we have the courage to pursue them.

Location:

Essex, South East England and East Anglia.

Interesting fact:

I was instrumental in saving the closure of a local junior school. A Charitable Trust was set up – the existing School ‘morphed’ into the trust and some 20 yrs. later remains active and thriving.

I have more than 25 years of experience as an independent financial adviser. I carefully assist and guide both personal and business (including trust) clients to find the most appropriate solutions to their financial planning needs - whether simple or complex. This can range from investing for the future to protecting the financial future of their loved ones.

Richard-Arnold

Richard Arnold

Sometimes you win, sometimes you learn.

Location:

The Midlands

Specialisms:

Retirement planning, savings, investments, protection and inheritance planning.

Interesting fact:

I bungee-jumped head first into a swimming pool once!

With more than 10 years’ experience providing advice, the greatest privilege is when clients reveal all aspects of their lives, so I can fully understand their circumstances. I pride myself on setting realistic expectations of what can be achieved. The most rewarding part of my job is witnessing clients reach and enjoy their financial goals.

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Richard Evans

Keep it simple; eliminate the jargon.

Location:

Yorkshire and Bristol

Specialisms:

Retirement planning and investments.

Interesting fact:

I used to play rugby for Bristol.

I have more than 30 years’ industry experience, having worked at a senior level for three of the UK’s major insurance companies. I have worked as an independent financial adviser for the past 12 years. I pride myself on ensuring my clients have clarity and fully understand the financial advice being offered. Transparency and simplicity are key for clients, who can often find the world of financial advice bewildering.

Richard Goodfellow 2-2

Richard Goodfellow

Non progredi est regredi (to not go forward is to go backward).

Location:

The South West

Specialisms:

Retirement planning and investments

Interesting fact:

I swim with my Golden Retriever, Molly

I have around 40 years’ experience in financial planning, both for individuals and corporate clients. I mainly look after clients in retirement/later life and provide a very personal and bespoke service.

Rob Shire 2

Rob Shire

Live life to the fullest.

Location:

South Somerset and Dorset

Specialisms:

Retirement planning, investments, long-term care planning and mortgage advice.

Interesting fact:

In my early twenties, I worked and lived in Austria for four years, and can converse in German.

I am passionate about my work and I care about my clients. I have worked in financial services for more than 25 years, and very much see my role as ensuring each client has a plan or strategy to become financially secure. I mainly advise company directors, professionals and retired clients, helping them with practical solutions to the financial issues that concern them most.

Sam-Pittordou

Sam Pittordou

Live life to the full, whilst working and in retirement.

Location:

Within a 50-mile radius of York.

Specialisms:

Retirement planning

Interesting fact:

I used to work with the Forces veterans’ agency, giving advice to members in financial difficulty.

I have been advising clients for more than 27 Years. With this experience in an ever-changing world, I help clients move forward and navigate the ‘financial maze’ in order to reach their financial goals.

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Shaun Forkin

Never doubt what you do.

Location:

Mainly the Midlands, although I have clients in North Lincolnshire and North Yorkshire.

Specialisms:

Protection planning, retirement planning, inheritance tax planning and investments. 

Interesting fact:

As a 6-year-old boy, I started a life-long love affair with football (Leicester City in particular), during the 1966 World Cup. This has grown over time into a big interest in most sports, and I am currently a season ticket holder for the Leicester Tigers rugby club.

I believe that protection supports all other areas of financial planning and should be the starting point for most clients, so that their hopes and dreams aren’t wrecked by an unforeseen event. By understanding my client’s financial goals and requirements, my role is to educate them and give them the capability to achieve these both now and in the future.

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Simon Holdsworth

Confidence, relationship, understanding.

Location:

Based in Cornwall, I have clients in Scotland, the North of England, the Home Counties and the West Country.

Specialisms:

Investments, retirement planning and inheritance tax planning.

Interesting fact:

I can truly say, I love what I do.

My relationship with clients is based on regular discussions and open communication backed by technical expertise. As an adviser, my job is to give you clear solutions to complex situations. I have more than 30 years of experience in financial services, and before becoming a financial adviser in 2002, I was a fund manager. I have lived and worked in London, Japan, Malaysia and India, where I worked for JPMorgan.

Steve Mason financial adviser

Steve Mason

My simple explanations and expertise give my clients confidence in their financial plans

Location:

I look after families and business in the East and West Midlands. I also offer flexibility and remote meetings to clients across the UK.

Specialisms:

I help my clients whether they are saving towards retirement, enjoying retirement or want to protect their family or business.

Interesting fact:

Before becoming a financial planner, I used to study fungal diseases of mangos and later worked to develop vehicle cleaning products progressing to selling these products across the UK and around the world.

I have been a financial planner since 2008 and became chartered and a fellow of the Personal Finance Society in 2018. 

I work with my clients to ensure they understand ALL aspects of financial planning so they can put themselves in the best position to live the lives they choose.

 

Independent Financial Adviser Stuart Brewer

Stuart Brewer

“Perpetual optimism is a force multiplier” - Colin Powell

Location:

Based in Barnstaple, North Devon, but have client’s country wide.

Specialisms:

Investments, pension and retirement planning. Final Salary Pension Advice.

Interesting fact:

I have a passion for anything with 2 wheels, preferably Italian!

I have been giving financial advice now since the early '90's and became an Independent Financial Adviser in 2001. I gained my Advanced Pension qualification (AF3) in 2016 which qualifies me to provide advice on Defined Benefit or Final Salary pension schemes. In addition to advising on pensions and retirement planning. I also give investment advice.

What I love about my job is making a real change for the better in the lives of my clients, Retirement planning can be a tricky business but since the pension reforms the bear traps for the unwary have become even bigger. It is my job to help you avoid these with a clear road map.

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Susannah Martin

Never risk what you can’t afford to lose.

Location:

Based in Nottingham, I cover the East Midlands, Sheffield and Chesterfield.

Specialisms:

Investments and retirement planning.

Interesting fact:

I hold my personal jet ski licenses and spend most of summer weekends out on the water.

I have been an independent financial adviser for more than 15 years. I offer a clear and simple process for financial advice that is designed to provide my clients with useful information, and keep them updated on their financial plan in a simple and understandable way. I pride myself on building long-lasting relationships by understanding your individual needs and concerns, and providing you with a tailored solution. 

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Tas Constantinou

Client Satisfaction, Trust and Excellence.

I have spent nearly 20 years working in financial services and provide broad-based advice, mainly to business directors, individuals and retired clients, helping them with practical solutions to the financial issues that concern them most.

My advice covers all areas of wealth management, including pension and retirement planning, protection, inheritance tax planning, savings and investments.

As an independent financial adviser covering the whole of Essex, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.

 

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