AFH Wealth Management Bewertungen 

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 communicate complex financial matters in a clear, consice and easy to understand manner.

Having to deal with finances can be a daunting prospect. Steven takes the stress out of the process. Making you feel confident with the service he is providing us with on, behalf of AFH Wealth Management.

Just had our yearly review with our advisor David Reilly. Yet again another positive experience. Investments doing extremely well. David is very clear, helpful, competent and knowledgeable. He takes the time to explain everything to you and makes sure you can understand it all. I am fully confident in the service I receive and know I can contact David at any time for advice.

Adam is very honest and patient.. he takes time with you and explains everything step by step guiding you expertly on the way

David Reilly was recommended to us as a financial advisor. He is knowledgeable and friendly. He gives clear information and is happy to answer any queries. The return on our investments has been positive over the years and would happily recommend David to look after your portfolio.

I spoke to Steven this evening about my financial position and was looking for help with different aspects of it . I found Steven very easy to talk to and very knowledgeable in all the aspects of the questions I put to him . He was very polite and professional and really listened to what I had to say .

I recently engaged with two financial advice firms, and choosing Callum Young at AFH Wealth Management was an easy decision in the end.
From the very first meeting, Callum stood out for all the right reasons. He took the time to explain everything clearly and thoroughly, making sure I genuinely understood each step before making any decisions. Over the course of three home visits, none of which felt rushed, he consistently checked in to see if I had questions and whether everything made sense.
Throughout the entire process, he came across as honest, transparent, and someone I could trust with important financial decisions.
An added reassurance is that he lives local and he made it clear that if I ever had concerns or needed support, I could contact him at any time. That level of accessibility and personal accountability is rare and very much appreciated.
I feel confident knowing my finances are in safe hands with Callum and AFH Wealth Management, and I wouldn’t hesitate to recommend them.

Very fast response to my request to draw down money from my investments. My financial advisor jumped on it straightaway with no fuss and security steps completed in no time without any fuss. Very impressed with him and AFH as always.

Rabab has advised me for the last 2 years, throughout which she has been professional, diligent and positive. She has given constructive consideration of the topics raised in our meetings and has provided sound advice. She has sought further specialist advice from colleagues when deemed appropriate and has fed back promptly. She has been sensitive to my personal circumstances, has advised on a timely manner and kept my best interests at the centre of our discussions/decision making.

Chris is a friendly and approachable person. He provides well thought out advice based on our unique circumstances, and always has his clients best interests at heart.

Ommarabab Shah has been my Adviser for the past 2 years, has a friendly attitude, pleasant to deal with establishing a good client relationship and understanding of financial needs offering helpful advice and planning. She responds quickly keeps you up to date with information on investment queries and transactions. I am pleased with the service provided and would recommend Ommarabab Shah.

The advisor was well informed. He reviewed my financial position and offered advice in what is a very difficult economic climate currently. Also the presenters of the webcast are very knowledgeable. I would certainly recommend this company with regard to service quality and knowledge of financial products.

Very helpful and friendly staff who help with advice and support

Having previously reported on the great friendly and structured service and support from Elissa Groves , I would just like to add that Elissa continues to provide frequent structured updates to our plans as my needs change over time.
Thanks for your support Ellisa.

David Reilly has been my advisor for the past three years and has been incredibly helpful with his advice. I’ve seen my investments grow far more than expected and would recommend anyone looking for a financial advisor to use David.

The adviser was very informative and during our review, suggested many options to consider which were extremely helpful.
We were very pleased with the performance during the last twelve months and will carefully evaluate any changes we might need to make in the next review.
Thank you for your outstanding service and professionalism!

We are very satisfied with the information we were given by our agent Christopher May, he explained clearly and in a way we could understand and without him we would not have invested .

We have faith that he would clear up any issues we could have as he is always reachable and responds quickly to our emails.

I have recommended his service to a few friends already.

Our advisor (Alisa Groves )I can’t praise enough, she is very easy to understand has managed our money professionally, and keeps us informed.

Her personality is lovely

We have been with AFH since 2020 and have had a consistently positive experience throughout. Our current account manager, Nigel, is highly proactive and always keen to provide clear and practical advice.

We recently held a company‑wide meeting with Nigel, which was very well received. He clearly explained how pensions work, the options available to employees, and considerations ahead of retirement, all of which were presented in an engaging and easy‑to‑understand way.

We would be very happy to recommend AFH and their services.

Hi my pension advisor shah(surname). has been advising me on my pension, 25% tax free .she was constant an if i didnt understand any thing she would go over it untill i understood .she is a loverly person nothing was to much trouble she advised me on what my options were an tried to put it in easy format so i could understand it fully she knows her job an works hard to understand my needs she is an asset to her company an would highly recommend her an her company AFH to anyone wanting to sort a pension out thanks again she is the best.anita boardman

David has handled financial and retirement planning for us for three years now.
Always clear and open with the planning and investments have performed well so far.