AFH Wealth Management Avis 

Absolutely sound advice from Stuart, well thought out and expert advice, targeted directly for my needs.

Whole heartedly would recommend and will not hesitate to go back in the future.

Been dealing with Derek Gibbens at AFH for many years and he always delivers on his promises and has provided much needed help and guidance on my investments
The back office staff are very good too ,answering all questions and proving great service

After a difficult few years we can now hopefully see funds appreciate at a good steady rate. Stuart has replaced our retired advisor and hopefully we can look forward to a great relationship and the markets get back to healthy returns seen in past years.

Raised a complaint at the start of April and still waiting for a response despite 8 weeks timeframe having expired. Now the investigators supervisor is trying to avoid a meeting to resolve their failings. Backroom staff are hopeless and internal communication is pathetic. FOS or FCA next on the agenda. Only redeeming feature is the Representative I deal with on a regular basis but his hands appear tied by the senior management's terrible attitude and care for their clients.

I get great service from my advisor and unlike most Wealth Manager/IFA firms he is not always trying to sell me something- he actually listens to my needs and then advises accordingly. He really does advise rather than sell so when I do buy I know it’s the right thing. He is also backed up by a great middle and back office so information flow is appropriate and I don’t feel I am inundated by superfluous emails etc. Overall very happy which I do put down to the actual advisor and his approach of client first.

Straight talking, and honest advice from a trusted advisor who takes time to explain matters

Stuart is measured, calm and gives excellent advice . We cannot recommend him enough! Thank you Stuart!

We have been with them for quite a number of years - no real advice on changing our investment pots - really only interested in selling more products rather than looking after the ones we had it would seem. Also totally unaware til we have left that they had a WEALTHHUB portal ... can't really miss what you didn't have or know about. Feel there is far better out there and previous financial advisor used to advise about moving our funds to other areas. But been same for many years now ... my advice is to shop around.

AFH took over my pension fund when my previous advisor retired, I gave them a chance to replicate what my man had done so well for quite a few years on the growth front. Well, I seem to have wasted that time when my fund was invested with them as growth was nil. It was moved (on their advice) to their managed fund where it performed even worse. The quarterly reports were disappointing to say the least with my advisor saying "well at least you are in profit" if you wish to see a return on investment you would be better off sticking the fund in a building society than lodge it with these people. When my patience was exhausted with them they took an age for the fund to be transferred to my new provider and even that they messed up for which I was compensated. In the four months my fund has been with the new provider I have had more growth than the last three years with AFH.

I realised at this years annual review that I have now been working with Andrew Shepherd as my IFA for 21 years! Forming a working relationship with an advisor is essential. It all started with mortgage advice for my very first house; but soon followed sage and prudent advice and planning for the future (and all eventualities). Everything we put in place all those years ago has served me very well. Unexpected things happen in life sadly and I am financially secure because of all those plans in my early twenties. Thanks Andy!

When I started saving, the Company was the Co-op, that became Thomas Heald, that became AFH. Latterly, as AFH, I have had two people advise me who could make sense of financial detail, that I would claim no understanding of. Messrs Wynn and Slater. Thank you for your interest, time, patience, humour, and tolerance. These were excellent people, (Fred retired!), making sense for me, of annuities, pensions, tax and form filling, that, my tiny mind failed to comprehend in tax law and gibberish. I appreciate all your efforts. Thank you and best wishes.

I like it that I/we have a very good 121 relationship - both formal and informal - with our financial adviser who is pragmatic as well as realistic in terms of the returns on our investments, and who is pretty much always available for support when needed. In particular, my wife is reassured by his views and opinions as to our income providing a good quality of living in retirement.

I welcome the straight talking and clarity in explaining some of the intricacies of the financial markets we don’t understand!

Stuart McDerby is extremely personable and knowledgeable. He explains all financial matters in an easy to understand way and has provided sound practical advice for me on pensions and ISAs. Highly recommend.

"Exceptional service from start to finish! The team at AFH Wealth Management (specifically my Chartered Financial Planner ‘Clive Strange’) went above and beyond to understand my financial goals and tailor a comprehensive plan just for me. Clive’s expertise and professionalism made me feel confident in every decision. I highly recommend AFH Wealth Management to anyone seeking top-notch financial guidance

Andrew Smith has a wealth of knowledge with a friendly personality and always the utmost professional !

Thank you for the years of advice and help .

I have complained three times about poor portfolio performance, not acting upon my wishes and poor advice. I lost 000's over two years. Each time I complained, their investigation found themselves not to be at fault. I have now lodged a formal complaint with the financial ombudsman.

Ben is always very helpful, explaining all my investments and meeting whenever and wherever is convenient for me. I have recommended him to family and friends. He is very knowledgeable and answers all my questions.

Our financial adviser is always punctual, professional, very friendly and provides detailed information and good advice.

Ben Edinburgh,our advisor has been amazing, he has sorted everything out for my husband’s retirement and taken all the risks out. I would( and have several times) recommend him in the highest possible terms

Phil Kaspar in the Highcliffe office has been our advisor for several years; he has listened to our aims and objectives which have changed over time and always presented options and very sensible proposals! We have taken pretty much all his advice and trust his judgement. I have no hesitation in recommending him and his colleagues.