Sam Smith Email & Phone Number

I am an Independent Financial Adviser at AFH Wealth Management providing advice to a wide variety of clients in all areas of financial planning. Having joined AFH over 6 years ago, I started out working in an administrative position whilst studying towards, and achieving, my CII Diploma in Regulated Financial Planning. Since joining AFH, my end goal has always been the provision of holistic financial advice. Therefore, after completing my exams, I sought out the opportunity to join our Technical Research department in a paraplanning position. This allowed me to apply my existing knowledge to real client cases and develop further understanding of financial planning. Within this role, I have had the opportunity to learn from experienced planning professionals whilst working on complex cases covering multiple advice areas. As part of my ongoing journey to delivering financial advice, I joined AFH’s Associate Adviser programme where I developed the necessary client-facing skills to compliment my technical knowledge and ultimately enable me to give the very best experience to all of my clients.Outside of work, when not studying towards further industry qualifications, I am an avid football fan and enjoy an active lifestyle.

• 

  St. Peter’S Collegiate School