AFH Wealth Management Avis 

320
TrustScore 5 sur 5

4,8

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Lisez les avis des autres

Noté 5 sur 5 étoiles

I recently had my annual review with Adam Page. This was my first meeting with Adam and he took time to describe his pathway into working with the company which enabled us to build up a good rapport... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

Great help from Chris @ AFH in an area that I knew little about, he guided me through the options available without being too "technical" or patronising. Although some of the transfer process was outs... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

My experience with AFH was great. Rabab was so caring and helpful. My partner of 30+years passed and named me his beneficiary on his pension but the company almost didn’t pay to me because they had mi... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

We have recently met our newly appointed Financial Advisor - Steven. After having two appointments we are really impressed with not only his extensive knowledge. But also the ability to communi... Voir plus

L'entreprise a répondu

À propos de l'entreprise

  1. Conseil en investissement

Écrit par l'entreprise

Providing independent financial planning and investment management services to clients who value a long-term relationship, based on mutual trust and respect.

AFH Wealth Management

Écrit par l'entreprise

We’re experts in financial planning and investment management.
With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms.

Coordonnées de contact

4,8

Excellent

TrustScore 5 sur 5

320 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

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A répondu à 100 % de ses avis négatifs

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4,8

Tous les avis

(320)

100 avis reçus au cours des 12 derniers mois

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Noté 5 sur 5 étoiles

Jade Soutter-Davies Excellent Finacial Advisor

Jade Soutter-Davies was recommended to me as a Financial Advisor and since my first appointment at least two years ago I have never been disppointed with the advice and support provided. In fact I wish I met Jade years ago as she is so approachable. Jade provides financial advice in a manner I can understand; and due to the advice my finances are dealt with that suit my personal circumstances. There is complete trust and confidence with the service. Thank you.
I also this year for the first time joined a AFH webinar and wished I began watching them years ago as they are so helpful. So I do recommend them.

28 mars 2025
Avis spontané
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Réponse de AFH Wealth Management

Thank you for taking the time to leave us a review. We're really pleased you value Jade's support and advice. It's also fantastic to hear you're enjoying our webinar series, we're glad you're finding them so helpful.

Kind regards,
The AFH Team

Noté 2 sur 5 étoiles

Poor professional conduct …

My financial adviser of 20 years retired and he referred me to AFH wealth. I had several meetings with the nominated advisor (well the first AFH nominated advisor forgot the two meetings she fixed with me and this was the second person recommended to me by my old advisor). After listening and building a relationship with the advisor I transferred several hundred thousand pounds of pension funds for him/AFH to manage. A few months later, today, and by telephone from a call centre handler I was told my advisor had left the company and I was being given another advisor. I am not complaining that he left; how could I. I am complaining about the very casual way I was told about this. I got no written notice of this; no courtesy explanation, no offer of choice of advisor. Just a young woman who obviously had no authority ringing me up, out of the blue telling me that this had happened. My experience is that their administration team is very slow but this is just unacceptable and poor professional behaviour.

20 février 2025
Avis spontané
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Réponse de AFH Wealth Management

Thank you for your honest feedback. We're sorry that you weren't happy with the way your advisor change was communicated — that’s not the standard of care we aim to provide. We appreciate your trust and will work to ensure your experience moving forward reflects our commitment to professionalism.

Kind regards
The AFH Team

Noté 5 sur 5 étoiles

Paul Hoskins

Paul H. was recommended to me via a neighbour further to several failed attempts to find a reliable pensions/inheritance advisor. It soon became clear at our first meeting that Paul was very personable, well informed, understanding and had full command of his subject. Over the past year or so his communication has been excellent, he has shown diligence and application as well as patience and tenacity when dealing with one pension fund in particular who are clearly incompetent! I have every confidence that he/AFH will look after my funds and I look forward to our ongoing relationship.

19 février 2025
Avis spontané
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Réponse de AFH Wealth Management

Thanks for taking time to leave your feedback, it's greatly appreciated and we're really pleased you value Paul's service.

Kind regards
The AFH Team

Noté 5 sur 5 étoiles

Effective advice based on a long standing relationship

Derek Gibbens has been my adviser for at least 20 years. He is personable, diligent and gives excellent advice based on a good understanding of my changing circumstances. It's a relationship based on trust and it works.

4 décembre 2024
Avis spontané
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Réponse de AFH Wealth Management

Thanks for leaving your feedback, it's really appreciated and we're really pleased you value Derek's service,

Kind regards
The AFH Team

Noté 1 sur 5 étoiles

Untrustworthy and Disrespectful

Became an AFH client when my previous IFA sold his business to them... Among a number of issues, I've now received unsolicited marketing material from AFH on three separate occasions *after* marking my privacy preferences to show that I do not want to receive marketing. Each time I have contacted my advisor with screen-scrape evidence of my opt-out and each time I get apologies and nothing else.

Either AFH are completely incompetent, in which case they certainly aren't to be trusted with something as important as your investments; or they are doing this wilfully, which means they are disregarding client wishes in the hope of making more money out of them. Regardless of the root cause, this is simply not a company that can be trusted.

8 janvier 2025
Avis spontané
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Réponse de AFH Wealth Management

Hi Clive

Thank you for leaving feedback. The communication you’re referring to was a service email, designed to add value to the service you have with us, rather than marketing, and so we weren't in breach of GDPR rules. We’re sorry you weren't happy to receive these emails though. We have put measures in place to ensure you don’t receive any more of this nature.

Kind regards,

The AFH team

Noté 5 sur 5 étoiles

Moving to AFH was great

We were moved to AFH after our last IFA retired. What we gained was the excellent team powering AFH investment decisions and yet still had the personal touch from our assigned IFA Ray Broomfield, who we can always reach by email or phone anytime. Ray and the team are very knowledgeable and offer great investment help on pensions. We feel in safe hands

16 décembre 2024
Avis spontané
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Réponse de AFH Wealth Management

Thanks for leaving your feedback, it's really appreciated and we're pleased you value our service and Ray's advice.

Kind regards
The AFH Team

Noté 5 sur 5 étoiles

Laurence Bainbridge our AFH…

Laurence Bainbridge our AFH representative has been with us right from the days when we had very little money. Even then he would drive at night across Counties to visit. Right from that early time to present we have had great, clear. advice. He has even made us lots of money. Thanks AFH, and Laurence especially, Happy Christmas 🎄

16 décembre 2024
Avis spontané
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Réponse de AFH Wealth Management

Thanks for leaving your feedback, it's really appreciated and we're pleased you value our service and Laurence's advice. Merry Christmas to you and your family too.

Kind regards
The AFH Team

Noté 5 sur 5 étoiles

Andy Chater has been our financial…

Andy Chater has been our financial advisor for as long as can remember. He offers a great service through AFH and is always willing to put himself out to meet our needs either in person or over the phone.
Highly recommended 5*

9 décembre 2024
Avis spontané
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Réponse de AFH Wealth Management

Thanks for leaving your feedback, it's really appreciated and we're pleased you value our service and Andy's advice.

Kind regards
The AFH Team

Noté 5 sur 5 étoiles

Andy from AFH has been a trusted…

Andy from AFH has been a trusted finance advisor for all of our family members for many years, all our appointments have been out of normal business hours to suite our needs. The advice he gives is always to suite our needs and explained thoroughly. Would highly recommend to anyone 10/10

5 décembre 2024
Avis spontané
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Réponse de AFH Wealth Management

Thanks for leaving your feedback, it's really appreciated and we're pleased you value our service and Andy's advice.

Kind regards
The AFH Team

Noté 5 sur 5 étoiles

Happy

Andy Chater has been our family trusted & friendly finance adviser from AFH. He has made all our retirement pension transactions come together .
The supporting staff from AFH have also given us a professional level of support when needed.
Would be pleased and happy to suggest Andy and AFH to anyone.

27 novembre 2024
Avis spontané
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Réponse de AFH Wealth Management

Thank you for leaving your feedback, it's really appreciated and we're delighted you value our service and Andy's advice, and our support staff.

Kind regards
The AFH Team

Noté 5 sur 5 étoiles

AFH financial review

MY representative called at an out of normal hours time to suit my needs and even let me know what time he would be arriving.
Andrew came and discussed my needs,without confusing or rushing the appointment.
Kept me informed of every action required and what the process involved for my product.

29 novembre 2024
Avis spontané
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Réponse de AFH Wealth Management

Thanks for leaving your feedback, it's really appreciated and we're pleased you value our service and Andrew's advice.

Kind regards
The AFH Team

Noté 5 sur 5 étoiles

Sound financial planning & investment services

My parents sought most of their financial planning and investments through AFH Wealth Management for many years, until sadly, they passed away.
Based on the service my parents received, and the overall management and performance of their invested funds, both myself and my wife have continued to use AFH for our own financial planning and retirement goals.
To this end, Emmanuelle Sidaway (Independent Financial Advisors), has worked extremely hard with ourselves and the AFH Business Team to secure the best performance possible, in what are extremely difficult times.
Regular reviews and guidance are above and beyond.
We’re extremely grateful for all the help and continued support provided by Emmanuelle and the AFH Team.

4 décembre 2024
Avis spontané
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Réponse de AFH Wealth Management

Thanks so much for taking the time to leave your feedback, it's really appreciated and we're so pleased to hear you value Emmanuelle's service so much.

Kind regards
The AFH Team

Noté 5 sur 5 étoiles

Michael Lennon AFH review

Michael Lennon has been helpful and knowledgeable. He has given us useful advice and followed up immediately where further clarification was needed.

21 novembre 2024
Avis spontané
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Réponse de AFH Wealth Management

Thanks so much for taking the time to leave your feedback, it's really appreciated and we're so pleased to hear you value Michael's service so much.

Kind regards
The AFH Team

Noté 5 sur 5 étoiles

Strategy review

My meeting with Micheal Lennon was very relaxed and informative. We discussed the principals of risk and taking a long view of an investment strategy, along with the concepts of diversification. I felt reassured by the end of the meeting.

19 novembre 2024
Avis spontané
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Réponse de AFH Wealth Management

Thanks so much for taking the time to leave your feedback, it's really appreciated and we're so pleased to hear you value Michael's service so much.

Kind regards
The AFH Team

Noté 5 sur 5 étoiles

Good financial advice

In the time we have been clients of AFH we have had several meetings with our financial adviser Michael Lennon and have found him to be very clear and concise with his good advice and he responds promptly to any queries.

5 juin 2024
Avis spontané
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Réponse de AFH Wealth Management

Thanks so much for taking the time to leave your feedback, it's really appreciated and we're so pleased to hear you value Michael's service so much.

Kind regards
The AFH Team

Noté 5 sur 5 étoiles

Superb communication

Superb communication, very knowledgeable, human and friendly.

3 octobre 2024
Avis spontané
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Réponse de AFH Wealth Management

Thanks so much for taking the time to leave your feedback, it's really appreciated and we're so pleased to hear you value our service so much.

Kind regards
The AFH Team

Noté 5 sur 5 étoiles

Michael Lennon is an excellent financial advisor

Michael Lennon is an excellent financial advisor. He takes the time to assess our needs, gives helpful and honest advice, and always in a friendly and convivial manner.

10 octobre 2024
Avis spontané
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Réponse de AFH Wealth Management

Thanks so much for leaving your feedback, it's really appreciated and we're so pleased to hear you value our service and Michael's advice so much.

Kind regards
The AFH Team

Noté 5 sur 5 étoiles

AFH have been looking after my…

AFH have been looking after my interests for many years. I cannot find fault with this company.

17 octobre 2024
Avis spontané
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Réponse de AFH Wealth Management

Thanks so much for leaving your feedback, it's really appreciated and we're so pleased to hear you value our service so much.

Kind regards
The AFH Team

Noté 5 sur 5 étoiles

Clear advice

Banks Wealth Management had been my financial advisors for a number of years, and I must admit to being a little apprehensive when they were taken over by AFH.
However Michael Kennon has taken the time to understand my needs and priorities and has provided clear and balanced advice when it came to making decisions. I am very pleased with the service.

14 octobre 2024
Avis spontané
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Réponse de AFH Wealth Management

Thanks so much for taking the time to leave your feedback, it's really appreciated and we're so pleased to hear you value our service so much.

Kind regards
The AFH Team

Noté 5 sur 5 étoiles

Financial Planning- Michael Lennon AFH

I find financial planning so stressful it is a subject where I have no expertise. it is essential that my FA is professional has expertise, can ask pertinent questions and listens to concerns.
Michael Lennon ticked all of the boxes.

22 août 2024
Avis spontané
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Réponse de AFH Wealth Management

Thanks so much for leaving your feedback, it's really appreciated and we're so pleased to hear you value our service and Michael's advice so much.

Kind regards
The AFH Team

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