Financial Planning and Advisory

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.