Will Whales Dipfa
Independent Financial Adviser @AFH Wealth Management
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WORK HISTORY
Independent Financial Adviser @AFH Wealth Management
Exeter, GB
As an Independent Financial Adviser, I provide bespoke financial planning tailored to meet my clients\' needs and objectives. I focus on building long-term relationships to help provide the best advice on retirement planning, investment planning, estate planning, and protection planning.Key responsibilities include- Conduct detailed financial reviews to ensure my clients\' financial plans are on track with their goals and objectives- Developing personalised risk tailored strategies to optimise capital growth and estate preservation- Advising on tax efficient investment solutions that include ISAs, pensions, inheritance tax planning, etc- Staying current with market trends, legislation, and compliance requirements to ensure clients receive the highest quality advice- Collaborating with a network of professionals to provide a holistic approach to financial planning.
ABOUT WILL WHALES DIPFA
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\'s independent status, we 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.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 w••••••••@afhgroup.com or 07•••••••28.
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