Simon Stanley

Im a Chartered Independent Financial Advisor for AFH Wealth Management and have worked in the service and advice industry now for over 20 years, gaining a vast experience in building customer relationships and meeting customer expectations. I started out working on a coveted Graduate trainee role at NatWest where I worked for 15 years. My main role was wealth management for affluent clients. I then moved to NFU Mutual for nearly 8 years working closely with the farming and agricultural community, as well as providing advice to small business including partnerships and Limited Companies. At this time, I obtained my Level 6 Chartered Financial Planning qualifications with the Personal Finance Society, the gold standard for advice in the industry. My approach to financial advice has always been to give the very best experience to all my clients. I value each client's individuality and work very closely to get to know them and to create a plan which is bespoke to them. I am extremely passionate about helping my clients and their families achieve their financial aspirations. I specialise in offering expert advice in a wide range of areas, including retirement planning, inheritance tax and investments. Given AFH Wealth Management independent status, I can access the whole of the market to achieve the most suitable outcome for you whilst using the company’s size to obtain competitive charges not available to the majority of smaller firms. Outside of work, I enjoy a very active lifestyle with my 2 young daughters keeping me very busy. When I get some free time, I love going to music gigs and love playing football to keep myself fit.