Jayesh Ratna

Jayesh Ratna

AFH Wealth Management

Minimum savings/pensions: Over £100,000

0203 544 6810
Based in Queensbury
View location

Verified since: November, 2017

4.8 out of 5

11 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 28 June 2025

    Jayesh is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jayesh's status

  • Recent Client Reviews

    Jayesh has not received any reviews in the last 12 months

    Jayesh has not received any client reviews in the past 12 months

  • Independent Financial Adviser

    Last checked: 11 June 2020

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Jayesh has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Jayesh has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 28 June 2025

    Jayesh is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jayesh's status

  • Recent Client Reviews

    Jayesh has not received any reviews in the last 12 months

    Jayesh has not received any client reviews in the past 12 months

  • Independent Financial Adviser

    Last checked: 11 June 2020

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Jayesh has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Jayesh has not yet added their fees to their profile

I am an experienced independent financial adviser consulting in a wide range of areas. Specialism lie in pensions, investment and protection (life cover, critical illness and income protection). Mitigating IHT. Helping a wide range of clients from savers, those at retirement or retired, families and individuals saving for the future and protecting themselves and their families. Many clients are also self employed/business owners and professionals, including accountants and solicitors. Please make contact for an initial no obligation discussion.

Offers available through VouchedFor

Contact Jayesh through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Jayesh's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Savings

Clients' level of financial expertise

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Adviser Disclaimer

Any description of our approach is for generic information only and is not suggesting a suitable investment strategy for you. You should seek independent financial advice that takes your individual circumstances into account prior to proceeding with any course of action. AFH Wealth Management is a trading style of AFH Independent Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.