AFH Wealth Management Avis 

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

AFH have both very high quality Financial Advice and Wealth Management. I have been provided with very supportive guidance in Retirement by Andrew F Smith and have been very happy with the performance of my Funds

When AFH took over my existing IFA I was assured in writing by my existing company that there would be no change.
When AFH took over they requested that I change over to their platform from Aviva
The transfer became a little bit cloudy when I was told it would cost me up to 3% of my fund for administrative costs
I argued that I should not be paying any costs as I was already with AFH after the transfer
I was offered a slightly reduced fee which I also argued about paying
This lead to a confusing period of time which resulted in AFH not managing my fund whilst still taking my fees
This resulted in me taking AFH to the Ombudsman which found in my favour
AFH returned my fees after my complaint.
I can not comment on my investment returns as I was not with them long enough but no I would not recommend them

My advice from Nic Lambert was exceptional. He explained and offered advise in a clear uncomplicated way. Answered all our questions honestly with no pressure and with as much time as we needed. Thank you Nik you really did help and I certainly appreciate what you helped us with. Throughly recommend

I recently had initial review session and follow up with Lewis Wade of AFH. This regarding changes to investing my SIPP portion of pension as I commence retirement phase. These sessions were open, straightforward and informative throughout, covering all aspects of my particular situation and needs. I valued the discussions and the information shared. Thanks Lewis and AFH. Excellent.

I have been with AFH for a number of years and am very happy with my current advisor Jo Westlake. Jo takes the time to make sure that I understand not only the process but also the full implications of the financial decisions that are available to me.
AFH provide regular updates on my investments and the annual review ensures that I am comfortable with my risk rating.

We have had and continue to have a positive experience overall. Our Pensions Advisor, Nigel Goodinson is great and keeps us updated with any changes, also offering advice and guidance to our employees. Swift response time and always comes back to us with an answer to any queries we have.

Nigel Goodinson is always very knowledgeable about out scheme. Excellent advise. Great communication

Our trusted Advisors and Managers for over ten years with complete and total confidence and satisfaction. As always, it is all about the people and we have been blessed in having the best, Susannah Martin. Excellent knowledge, utmost efficiency and completely trustworthy. Together with her Office Manager, Wendy Mitchell they form an impressive team. Thank you.
Highly recommended.

I was introduced to AFH via Pensionwise (Government Pension website guidance service). I found my AFH representative, Frazhana Khan really helpful and informative, giving invaluable guidance on what was right to suit my particular circumstances and likely tax liabilities, including how to limit my exposure in retirement. AFH carried out a comprehensive financial review on current and planned outgoings. This allowed them to project how long my pension would last once I commenced draw down. As part of the ongoing service from AFH, a yearly financial health check continues to ensure that you remain in what is best for my circumstances.
What is my one regret? I wish had started financial planning for my retirement sooner than I did, because AFH has made my investment work hard for me.