AFH Wealth Management Avis 

We have been with AFH and our adviser, Jade Soutter-Davies, for some years now and are delighted with the service and advice provided. We feel very comfortable that our investments are in safe hands and being very well managed. We would definitely recommend AFH to anyone looking for independent financial advice and management.

The expertise & professionalism of Raymond Broomfield is excellent. He explains everything clearly so that it is fully understandable. I know I can contact Raymond at anytime and receive a prompt response. I would recommend AFH and Raymond to anyone needing financial advice.

David Reilly, my financial adviser, make sure that I understood what was going on in the process and helped me navigate it well. He also phoned me back quickly and emailed me back quickly if I got in touch with him. He took time to recognise my financial needs as a client . I would recommend him as part of this company.,

Working with AFH gives us confidence to manage our money more actively.

Our advisor has worked with us consistently over time and has built rapport, trust and our understanding of the options, all of which all helps us make better decisions.

Our advisor is reliable and attends meeting on time, follows up in a timely manner and is friendly and courteous.

To date the investments and decisions we have made have proved to be good value.

We have a plan for the future and are glad AFH is by our side as we enter this new phase of life.

David Reilly has been brilliant giving me advice with my investment.He is friendly,very knowledgeable and professional.I would not hesitate to recommend him.

I selected an IFA called David Reilly covering my area within East Renfrewshire. He was so professional and courteous. He gave my husband and I, a full financial review. I was very happy with his service and explained everything in great detail. I look forward to our yearly reviews. Wouldn't hesitate to recommend him.

Faisal has been brilliant i have had no problems everything was fully explained and Faisals predecessor Gary had looked after my parents investments.
I look forward to many years ahead trouble free

I have been with AFH Wealth Management for some years and Nik Lambert is always so helpful. He explains everything in a very understandable and clear way.
Updates and reports are regular and keep me informed of my position and of any changes.
I feel confident that I can contact Nik at any time with a concern or a query. He is polite and professional with a warm character.

I have been dealing with AFH for a number of years now and my current advisor Ray Bloomfield is great, his advice is always spot on and communication is excellent. I have never had an issue with Ray or AFH in dealing with my finances and would recommend them to anyone needing a financial advisor

Back in the summer of 2024, we had the great misfortune to deal with Mike Rogers at the Taunton office of AFH. His mismanagement of my Dads investment via Canada Life, was massively stressful to myself and my sister, he was slack, and so late providing us with the most basic of service. I do not recommend anyone use him or AFH for anything, as I wouldn't trust him to post a letter. We started dealing with him in April 2024, and it took four months to sort out accessing the funds.

Duncan is a great guy to deal with he keeps us fully informed & updated on a regular basis. He ensures we receive the best service & always know how our pensions are doing. We would highly recommend him & his services.

Olivia has handled both a remortgage for us and a complicated house move. Olivia is friendly, approachable and patient. She listened to our needs (multiple times) and helped us every step of the way. I have already recommended her to many family members and friends.

After AFH took over my old finance company I was a little sceptical. I had been with the previous company for several years but my fears were soon dispelled.
After meeting with Duncan, for the first time, it was a pleasant experience for myself and my wife to discuss what our needs were and what we wanted for the future.
Duncan was very helpful and understanding and listened to what our aims were and guided us and led us on the way forward.
He has been, as still is, very approachable if I am struggling with anything and he always has the time to listen and advise what our next course of action should be.

The expertise & professionalism of Duncan Budd was excellent and made all the difference in deciding what financial instruments were best for my portfolio. The administration and execution of such was efficient & proficient without any issues. Thank you Duncan

My family’s experience with Mike Rogers at AFA was terrible, he was all smarmy when meeting with my dad but once my dad died he didn’t return calls or answer emails, he obstructed and obfuscated at every turn to the point where i was beginning to worry it was a Ponzi scheme. He didn’t pass on documents. We got no support from his boss, they never called us back and it took 6 months to get the money my dad had invested through him. I write this in the hope
that no one else had to go through this at a really awful time

Great advice in a timely fashion from my FA Clive.
Presents options clearly and offers assistance when making decisions

My experience with AFH has been through my advisor, Nicola Adams. I have found her to be most professional, knowledgeable and always well-prepared. In my financial dealings, Nicola has been both exceptionally dependable and trustworthy.
Further, she has demonstrated an understanding and empathy for my circumstances, allowing Nicola to give excellent objective advice. She is a very valuable asset to AFH, and I would, and will, highly recommend her services.

Derek Gibbens from AFH Wealth Management has been my adviser for many years. He is professional, knowledgeable, and provides excellent advice based on my personal circumstances. I would highly recommend.

We were introduced to Olivia Flanagan from AFH wealth management for a mortgage late in life. It became important for an offer in a tight time frame to ensure our conveyance continued smoothly. I explained this early in our conversations and we had an excellent result in a matter of days. Olivia although already busy ensured our application was made promptly, and continued to monitor progress. It has become a wonderful easy experience thanks to guidance from Olivia. Further, Olivia is clearly well qualified and knows well the products available, and therefore can advise on the best route to achieve success.

My experience of AFH Wealth management has been so positive. My agent explained and made the process so easy to understand making the transition into retirement an easy process. Very easy to get in touch with him and always got back to me in a very timely manner.
Knowing that there is always someone I can contact is very reassuring.