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Meet the AFM team...

 Hello! We’ve been looking after people across the South West and the rest of the UK for over 20 years. Give us a call and say hi.

Mark Warner – Independent Financial Adviser

As AFM’s qualified Independent Financial Adviser, I’m lucky enough to spend much of my day visiting our friendly clients and helping them plan for the future. Alternatively, I can be found scaling a mountain of paperwork in the office!

Financial Planning Certificates 1, 2 & 3
Mortgage Advice Qualification
CII Level 3 Certificate in Equity Release
IFS Level 3 Certificate in Regulated Equity Release
CII RO5 Financial Protection

Did you know…
  I once hit Kevin Emery (the former Hampshire fast bowler) for six –
    over square leg – in a game of cricket in Hampshire… much to my
    amazement and his disgust!
  In line with my need for neatness, I get very disappointed if my
    lawn does not have perfect stripes after it has been mown!

E: mark@afm.me.uk

 

Samantha Ford – Administrator

I take care of the day-to-day hustle and bustle at AFM HQ. Luckily, I have the ability to perform six tasks at once (well, that’s the idea anyhow!)

Did you know…
  I freely admit to loving Musicals, ever since
    my Grandma first introduced me to them on
    Saturday afternoon TV (Fred & Ginger, Doris
    Day) – right up to date with huge stage
    shows like We Will Rock You. Such fun!
  Having no athletic ability whatsoever, people
    are often amazed when I say I always won
    the 100m in school – I truly believe it is
    because I just wanted the torture to end
    as quickly as possible! 

 E: sam@afm.me.uk

 

Keir Ashman - Paraplanner

I have been working in the industry for approaching 20 Years and now find myself working with the AFM Team, assisting Mark with my Pension and Investment expertise and keeping the office happy my world-class tea-making abilities!  I live in Bristol with my better half and 3 children.  I’m an avid sports fan who loves cricket, rugby and football.  I hung up my boots long ago and have now taken up golf as I’m too old to play real sports anymore!

DIP PFS

E: keir@afm.me.uk

 

Andrew Harris - Paraplanner

My colleagues and I at Ascend Paraplanning undertake various projects for AFM, specialising in Investment Review Reports and Suitability Reports.

FPC 1, 2 & 3. 

E: freelancepplanner@yahoo.co.uk

 

Want to find out what we can do for you? Call us on 01823 413963, or email hello@afm.me.uk

Testimonials

quote
  • In 2009 AFM arranged some Private Health Insurance for me, later that year I had a life-changing accident at work and have not been able to return to work since. I dread to think what trouble I might be in now had it not been for AFM's expert advice.

    Mr Henderson,
    Weston-Super-Mare,
    North Somerset

  • In a short space of time AFM increased my investment, so that I was able to retire at 53 with a considerable monthly income.

    Mr Carroll,
    Weston-Super-Mare,
    North Somerset

  • I first dealt with AFM in 1999 when I needed advice on resolving a dispute over a miss-sold AVC Pension. They accepted the challenge and achieved the best result we believed possible.

    Mrs Bale, Bridgwater, Somerset

  • I have dealt with a number of Financial Advisers but few have given me the professional attention and confidence that I have had from AFM, from the first day I met them.

    Ms Hardy,
    Weston-Super-Mare,
    North Somerset

  • I have always found AFM to be very professional and thorough, and the advice given has always been well researched. Mark has also become a close friend who I trust and can fully recommend.

    Mr Parslow, Taunton, Somerset

  • AFM have helped me to release Equity from my home – my income has not only increased, but I have a beautiful sun lounge as well! Life is so easy because they visit me at home and make everything seem so simple.

    Mrs Bush, Dorset

  • I was introduced to Mark Warner 12 years ago at the age of 22. He has been instrumental in the arrangement of several mortgages – from a financial perspective, I would be lost without him!

    Mr Evans, Clevedon, North Somerset

  • AFM's excellent service also included constant support and advice throughout what was a rather stressful time and this was most reassuring and comforting.

    Mr & Mrs Rose, Bishops Lydeard, Taunton

  • AFM have enabled me to make sound financial decisions and investments – from insurance advice to mortgage decisions. THey are always friendly and professional, with attention to fine detail.

    Mrs Worrall, Warminster, Wiltshire

  • AFM were recommended to me by a friend when I was trying to sort out my Endowment Mortgage. They're always well organised to go through things with me, and explain everything clearly and simply.

    Miss Woodfin,
    Weston-Super-Mare,
    North Somerset

  • My partner and I bought a brand new house, but the developer gave us only four weeks to exchange and complete the purchase. We made the deadline, but there is absolutely no way this would have happened without the involvement of Advanced Financial Management.

    Mr Reid, Bushey, Hertfordshire

  • Last year AFM advised me to move my money, and I now own an apartment in Tenerife where I live in the winter. I know if there is a better place for my money, I can rely on AFM's advice.

    Mr Carroll,
    Weston-Super-Mare,
    North Somerset

  • AFM were recommended to me when I was at a low ebb emotionally and financially. They were, and still are, totally supportive, and have produced far more from my capital than I had thought possible.

    Mrs Bush, Dorset

  • AFM organised everything with our mortgage lender, took the time to chase the solicitors, and also organised the Life Assurance cover in connection with the purchase. Their attention to detail is superb and they constantly communicate with all parties to ensure that all is going to plan.

    Mr Reid, Bushey, Hertfordshire

Read all our Testimonials in full

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Email: hello@afm.me.uk

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