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FE Adviser Fund Index: Panellist

The FE Adviser Fund index, or set of indices, are designed to act as indicators of the UK funds market. The FE AFI provides a benchmark against which the investment community can compare fund portfolio performance, as well as offering a relevant flagship index for the funds market.

Select one of the Panellist below for further information.

Company Name
AFH Wealth Management Mark Wright
Beckett Financial Services Tim Hines
Bluefin Dawn Mealing
Brown Shipley Alex Brandreth
Charles Stanley Shauna Bevan
Chelsea Financial Services Darius McDermott
City Asset Management Michael Paul
Close Brothers Asset Management James Davies
Dennehy Weller & Co Ltd Brian Dennehy
Gemmell Financial Services Limited Chris Wise
Killik & Co Mick Gilligan
Rowan Dartington Tim Cockerill
The Share Centre Andy Parsons
Whitechurch Securities Limited Ben Willis
Investec Wealth & Investment Beccie Williams
Minerva Fund Managers Limited Paul Warner
Holden & Partners Stuart Ryan
Equilibrium Asset Management LLP Mike Deverell
Brooks Macdonald Asset Management Jonathan Lau
Dart Capital Limited Richard Whitehead
AFH Wealth Management Photo of Mark Wright
AFH offers Independent Financial Advice with a particular emphasis on Discretionary and Advisory Investment Management. The Investment Team includes Graham Toone, Head of Research and Colin Warren, Chief Economist. The team meets monthly to agree our house strategy which is disseminated to all of our 33 Independent Financial Advisers. We place an equal importance on how the funds have achieved their returns, as well as the actual performance achieved by looking at the strategy applied by the Fund Manager and the risk/volatility for each of the funds we invest in. We feel it prudent to have broad diversification of different investment styles within our portfolios. We meet regularly with Fund Managers to discuss their Investment Objectives. AFH is based in Bromsgrove and provides tailored wealth management advice to a range of investment clients across the Midlands area. The firm also offers guidance and help to fellow minded IFAs seeking to retire or wanting to join a successful and forward thinking practice.
   
Company Name AFH Wealth Management
Company Website www.afhwm.co.uk
Year Established 1990
Client Base 11,000
Funds Under Management (£) 500,000,000
Number of Employees 90
Number of Offices 1
Annual Company Turnover (£) 4,500,000
Area Service available
Investment Yes
Pensions Yes
Life Assurance Yes
Tax Planning Yes
Corporate Yes
Mortgages Yes
Healthcare Yes
Offshore/Expats Yes
SIPPs Yes
ISAs Yes
Name Job title
Alan Hudson Managing Director
Graham Toone Head of Research
Colin Warren Chief Economist
 
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