Patrick Montgomery
Independent Financial Advisor @AFH Wealth Management
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WORK HISTORY
Independent Financial Advisor @AFH Wealth Management
St Albans, GB
I am a Financial Adviser Providing investment and retirement advice for individuals, families and corporate clients.Areas I deal with include:PensionsInvestments including ISAs and unwrapped investments.Protection - for example, life insurance, critical illness and income protection.Inter-Generational Wealth Management, for example managing inhertiance tax burdens, and setting up junior investments.Cashflow modelling - Using sophisticated financial software to provide peace of mind when planning for clients financial future.Formerly Avidity Wealth Management until October 2025
EDUCATION
LIBF
Diploma for Financial Advisers
Newcastle University
Bachelor of Arts, Economics and Business Management
Walbrook Institute London
Level 6 Diploma in Advanced Financial Advice (Adv DipFA®), Financial Planning and Services
ABOUT PATRICK MONTGOMERY
Independent Financial Adviser
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