David Glenn Email & Phone Number

Northwich, Gb

Northwich, England, United Kingdom

I am an Independent Financial Adviser at AFH Wealth Management providing independent and impartial advice. With over 35 years’ experience within the financial services sector, I am passionate about helping my clients and their families achieve their financial aspirations. I started out working for a small broker in Altrincham where I learned how to deal with clients before setting up my own practise. This is where I obtained my qualifications and broadened my knowledge to include investments and protection. I specialise in offering expert advice in a wide range of areas, including retirement planning, inheritance tax and investments. Given AFH Wealth Management’s 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, and can often be found at Hartford Tennis Club or Sandiway Golf Club. To arrange an informal, no-obligation meeting, contact me via david.glenn@afhgroup.com

Hartford Cheshire

Playing tennis at Hartford under floodlights without embarrassing myself is a constant goal.

Hartford Cheshire

The initial consultation will be to establish what work there is and on what basis we can work together. It is very important that both the client and adviser feel comfortable with each other. We do not believe in rushing clients into doing anything and are quite happy to deal via post or e-mail if clients are too busy to meet up. The most important objective is to get the right contract for the client.Payment method: feesMain business areas:1. Personal Retirement Planning .2. Investment3. Tax advice.

Ba Hons, Social Science

Maths, Economics, History