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
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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
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
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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
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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
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Providing independent financial planning and investment management services to clients who value a long-term relationship, based on mutual trust and respect.
Écrit par l'entreprise
AFH House, Buntsford Dr, B60 4JE, Bromsgrove, Royaume-Uni
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Cette entreprise n’a pas récemment invité ses clients à l'évaluer, donc les avis ne sont peut-être pas représentatifs.
A répondu à 100 % de ses avis négatifs
Répond généralement dans un délai de 2 semaines
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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.

Réponse de AFH Wealth Management
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.

Réponse de AFH Wealth Management
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.

Réponse de AFH Wealth Management
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.

Réponse de AFH Wealth Management
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.

Réponse de AFH Wealth Management
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

Réponse de AFH Wealth Management
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 🎄

Réponse de AFH Wealth Management
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*

Réponse de AFH Wealth Management
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

Réponse de AFH Wealth Management
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.

Réponse de AFH Wealth Management
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.

Réponse de AFH Wealth Management
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.

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

Réponse de AFH Wealth Management
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.

Réponse de AFH Wealth Management
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.

Réponse de AFH Wealth Management
Superb communication, very knowledgeable, human and friendly.

Réponse de AFH Wealth Management
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.

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

Réponse de AFH Wealth Management
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.

Réponse de AFH Wealth Management
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.

Réponse de AFH Wealth Management
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