Will Whales Dipfa Email & Phone Number

I’m an Independent Financial Adviser at AFH Wealth Management providing independent and impartial advice. As an Independent Financial Adviser, I offer a fresh perspective on wealth management. Drawing from my industry experience, I specialise in bespoke strategies for Retirement Planning, Investment Planning, Estate Planning, and Protection Planning. I focus on transparency with all my clients by ensuring all complex matters are made understandable. Through a client-centric approach, I aim to build long-lasting relationships by truly understanding and strategically pursuing my client's individual financial goals.I am committed to ongoing professional development, planning to enhance my expertise in areas such as Equity Release. My long-term goal is to attain Chartered status, ensuring I provide optimal solutions to meet the evolving needs of my clients. 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 most smaller firms.Beyond financial advising, my interests extend to playing football, where I enjoy the competition. Additionally, I maintain an active lifestyle by regularly visiting the gym.To arrange an informal, no-obligation meeting, contact me via william.whales@afhgroup.com or 07474398828.