Matthew Sulley Dip CII, Cert CII (MP)
Independent Financial Adviser
About me
I am an Independent Financial Adviser with AFH Wealth Management. I have over 18 years’ experience working in Financial Services, helping clients across Wales and the West.
I am able to provide fully independent, impartial advice from the whole of the marketplace. This enables me to offer my clients the widest range of products, services and solutions that can help them achieve their financial goals and objectives.
I hold a diploma in Financial Planning - DIP CII, Cert CII (MP), which allows me to specialise in providing advice on retirement, investment and inheritance tax planning. I also offer mortgages and protection planning for personal and business clients alike.
My approach to financial advice has always been to put the client first, allowing me to provide the very best experience to all. I use my expertise and knowledge to offer a personalised and friendly advice service, that will be unique to individual circumstances and future goals. My emphasis is on maintaining long term relationships with my clients and to provide them with a source of trusted advice as their needs continue to evolve over time.
Outside of helping my clients, I am a keen user of the gym, really enjoy playing golf and most importantly, spending time with my family.
Location
Wales and the West