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Financial Express Adviser Fund Index: Panellists

The Adviser Fund index, or set of indices, are designed to act as indicators of the UK funds market. The 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 panellists below for further information.
Company Name
AFH Wealth Management Graham Toone
Allenbridge Group plc Jonathan Wallis
AWD Chase de Vere Justine Fearns
Bates Investment Services Stewart Smith
Beckett Financial Services Samantha Owen
Bestinvest Bestinvest Research
Bentley Jennison Financial Management David Wynn
Charles Stanley Shauna Bevan
Chartwell James Davies
Chelsea Financial Services Darius McDermott
Williams de Broe Nick Roberts
City Asset Management Hilary Coghill
Dennehy Weller & Co Ltd Brian Dennehy
Barclays Wealth Kypros Charalambous
Killik & Co Mick Gilligan
Origen Investment Services Limited John Monaghan
Principal Investment Management Charles Brand
Rowan plc Tim Cockerill
Thinc Group Ian Shipway
Whitechurch Securities Limited Ben Willis
AFH Wealth Management Photo of Graham Toone
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 (£) 250,000,000
Number of Employees 90
Number of Offices 1
Annual Company Turnover (£) 3,500,000
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