Sameer Ullah DipPFS
Independent Financial Adviser
About me
I provide holistic financial planning led wealth management advice to individuals and companies to help them achieve their financial goals.
I aim to provide a long-term service of distinct quality and integrity that always puts the interests of clients first. I get to know and understand client’s circumstances to provide truly tailored solutions.
Being diploma qualified I can offer advice in an extensive range of areas. These include retirement planning, pensions, investments, insurances, inheritance tax, estate and trust planning.
Given AFH Wealth Management’s independent status, I can access the whole of the market to achieve the most suitable solutions for you whilst using the company’s size to obtain competitive charges not available to the majority of smaller firms.
Prior to joining the financial services industry, I spent 16 successful years working in the finance arena, working with clients from SMEs to large corporates providing consultative solutions across a variety of roles.
Location
West Midlands