Dan Chadwick, AFH Wealth Management

View Dan Chadwick profile
AFH Wealth Management

AFH Wealth Management Financial Consultant
Bank House
Cherry St
Birmingham
B2 5AL

Business Description

*Listed in The Times - Guide to the UK's Top Rated Advisers (2021)*
I believe the key to being a good Independent Financial Adviser is taking the time to understand my clients' objectives and goals. I can then provide a holistic solution that best suits their situation, along with being by my clients' side throughout all stages of their financial journey. I can ensure my clients and their families are protected if the worst were to happen.

https://www.vouchedfor.co.uk/financial-advisor-ifa/birmingham/036548-daniel-chadwick

I became a Financial Adviser after seeing a lot of family and friends without one, and the effects this had on their financial wellbeing. Not having the professional guidance in place to help them make the right, financial decisions when it came to important things, such as managing their wealth, taking out the right protection and planning for retirement, became my inspiration for wanting to help others.

Accreditations & Qualifications

Certified in Mortgages and Equity Release - Certs CII (MP & ER)
CF6 - Mortgage Advice 
ER1 - Equity Release 

Diploma in Financial Planning 
CF1 - UK financial services, regulation & ethics
R01 - Financial services, regulation & ethics
R04 - Pension & Retirement Planning
R05 - Financial Protection
LP2 - Financial services products and solutions
FA2 - Pension Administration 

BSc Hons 1st - Accounting & Finance