AFH offers independent financial advice and investment management to individuals and businesses across the UK.

Consulting

AFH 

AFH 's headquarters in Bromsgrove, United Kingdom

Alan Hudson

Stacey Costar

Peter Donaldson

Amie Pallante

Suzanne Cousens

Hayden Robinson

Paul Wright

Austin Broad

Alex Larvin

John Wheatley

Mark Chambers

Sue Lewis

The Financial Planning and Advisory team at AFH specializes in delivering tailored financial strategies and investment solutions to clients, ensuring their financial goals are met with expert guidance. Comprising a mix of Chartered Financial Planners, Financial Planning Technicians, and Trainee Technicians, the team collaborates to assess client needs, develop comprehensive financial plans, and provide ongoing support and assurance, all while adhering to regulatory standards and best practices in independent financial advice.

Financial Planning and Advisory

The Investment Operations team at AFH is responsible for ensuring the smooth execution and administration of investment portfolios. They manage daily trading activities, oversee transaction processes, and coordinate with various stakeholders to guarantee accurate reporting and compliance. Additionally, they support portfolio management by providing analytical insights and operational efficiencies, facilitating optimal investment strategies for clients.

Investment Operations

The Finance and Accounting team at AFH is responsible for overseeing the company's financial health, ensuring accurate financial reporting, and managing budgetary processes. This team plays a crucial role in financial planning, compliance, and investment analysis, working collaboratively to support both individual and business clients in achieving their financial goals. Their expertise ensures that AFH maintains transparency and integrity in its financial operations.

Finance and Accounting

The Client Services team at AFH focuses on delivering exceptional support and guidance to clients throughout their financial journey. This team, comprising roles such as Client Managers and Customer Experience Leads, ensures seamless communication, addresses client inquiries, and enhances overall satisfaction by coordinating with advisers and backing business development efforts. They play a crucial role in fostering lasting relationships and promoting client engagement with AFH's services.

Client Services

The Human Resources and People Management team at AFH is responsible for attracting, developing, and retaining top talent to support the company’s growth. They focus on optimizing employee engagement and experience, managing recruitment processes, and ensuring compliance with HR policies. Additionally, the team collaborates with leadership to foster a positive workplace culture that aligns with AFH's values and business goals.

Human Resources and People Management

The Data and Analytics team at AFH is responsible for transforming complex financial data into actionable insights that drive strategic decision-making. By utilizing advanced analytics and business intelligence tools, the team supports investment management and client advisory services, ensuring that data-driven solutions optimize financial outcomes for clients. Their efforts enhance reporting capabilities, improve data integrity, and foster a culture of informed decision-making throughout the organization.

AFH

Org chart

Board & advisors

Teams

Financial Planning and Advisory

Investment Operations

Finance and Accounting

Client Services

Human Resources and People Management

Data and Analytics

Offices

AFH

Org chart

Board & advisors

Teams

Financial Planning and Advisory

Investment Operations

Finance and Accounting

Client Services

Human Resources and People Management

Data and Analytics

Offices

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