AFS Wealth Management Ltd

We have been working with Nick for a few years now and have been really pleased with not only our investment performance. But also the personal business relationship we have developed. I personally recommend the services and personal advice we receive.

I’ve been with AFS Management for around a year now, and as someone who was completely new to wealth management and investing, my experience has been genuinely positive. I had a lot of questions at the start about how everything worked, what to expect and what the best approach would be for me. Dan Mason, my advisor with AFS, has been fantastic. Dan has looked after me well and been amazing at taking me through everything. Been really clear with communication and the more technical details. The service I’ve received has been really good, and everything has always been explained clearly in a way that I can understand. Overall, my expectations have been managed well, and I’ve felt looked after throughout the whole year. For anyone else who is new to investing like me and doesn’t really understand all the different strategies, I’d recommend leaning on the advice, consultancy and experience they offer. Having someone knowledgeable helping to manage things takes away a lot of the worry around risk and the mental stress of feeling like you constantly need to stay on top of everything yourself.

Both Sharon and dan have been fantastic with both financial and mortgage advice, pension advice and financial planning for the future. Both have been professional and not only that but have become friends. I would highly recommend them both and the whole team at AFS if you are thinking about what to do in the future and how to achieve what you want.

I highly recommend this company for anyone looking to secure their financial future. My advisor, Dan Mason, is fantastic—extremely friendly, kind, and informative. He has a great way of keeping complex financial concepts simple and easy to understand. Their mobile app is a game-changer, allowing me to access all my finances in one handy place. I’ve entrusted them with my pension management, and it has already risen significantly. Truly a 5-star service.

Nick was recommended to me about 3 years ago and along with Dan Mason I have received excellent advice on my pensions and investments. Also a mention for Sharon who found me a great deal on my remaining mortgage. 100% recommend AFS.

Can I just say a huge thank you to Nick, Dan and the team at AFS Wealth Management. Their support and advice over the years has been outstanding. Most recently had our yearly review with Dan and we were pleasantly surprised at the growth of investment. Nothing is too much trouble. The group are the best - friendly, yet highly professional. I can't thank them enough for their continuous advice on finance investment and pension support.

Following a Google search for a wealth advisor AFS came top of the my list for companies to contact. My initial appointment was with Dan Mason, a very friendly and informative advisor, we discussed current and deferred pensions with some great impartial advice followed by a knowledgeable conversation about cash ISA and stocks and shares ISA’s. All the information verbally was presented in our final meeting to proceed with my choices as discussed for S&S ISA as this option was suited to me. I did not feel rushed or pressured 3 meetings in total with no time limits. I would highly recommend Dan @ AFS.