I provide fully independent, impartial financial planning advice to my clients. I take time to understand their personal circumstances, aspirations, and financial planning objectives before working with them to help plan for and achieve their goals.
The areas I specialise in are:
• Retirement Planning including:
o Pre-retirement
o At-retirement
o Post-retirement
• Investment and Savings Advice
• Personal Protection
• Corporate Financial Planning including:
o Workplace Pensions
All my initial meetings are strictly on a "no fee, no obligation" basis. Prior to engaging me to work with them, I ensure that all of my clients fully understand what we are doing; why we are doing it, and what all of the associated charges and fees are (where applicable).
I provide the full range of Independent Financial Adviser Services and am proud to say that we at AFH are also one of a select number of firms that have gained discretionary investment management permissions, meaning we can offer these services in-house, and can be more proactive with the day to day management of your investments.
Of equal importance, I also provide a comprehensive on-going review service to clients to ensure that any changes in legislation or client circumstances are identified and planned for as soon as possible. Read more about AFH Wealth Management by downloading the brochure below:
My overall goal with all my clients, is to being professional, approachable, and trusted.
Handily placed for Wales and The South West, I am situated in the Forest of Dean, where I live with my wife, son and two daughters. I enjoy spending most of my spare time with my family.
Thank you for taking the time to read through my profile and please do feel free to contact me if you have any further questions.
To discuss your requirements in complete confidence with David Hughes, Dip PFS, please use the secure enquiry form below:
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Kind regards.
Kerry Ballard
Chief Executive, Trusted Xperts Limited
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Please try again, and if the problem continues, you can contact us on 0333 444 5 800 or by email to peaceofmind@trustedxperts.com and we are happy to assist you.
Thank you once again and we hope to see you visit our website again very soon.
Kind regards.
Kerry Ballard
Chief Executive, Trusted Xperts Limited
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David Hughes is an Appointed Representative of AFH Wealth Management, a trading style of AFH Independent Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority www.fca.org.uk/register. Financial Services Register no. 216704. Registered in England and Wales. Company no. 04049180.
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