Keith Poultney DipPFS (AFH Wealth Management)
Location: Caldicot
Independent Financial Advice for companies and individuals including pensions, investments, and protection. Ops Asst 4N Cwmbran
| Last online | 7th May 2013 |
| Member since | 12th Jun 2010 |
| Number of views | 1664 |
| Number of posts | 236 |
| Number of testimonials | 16 |
| Meetings attended | 134 |
| Financial services |
| Financial Planning and Wealth Management |
| Wealth Management |
| Business & Private Financial Management |
AFH Wealth Management is an Independent Financial Adviser directly authorised by the FSA and is not linked to any bank or financial insitution. Consequently it is able to offer impartial advice and search whole of market for solutions to match clients individual requirements eg
- Company Pensions and Business/shareholder/keyman Protection
- Individual Pensions - New or consolidated,Personal, SIPP's and Stakeholder
- Term and Critical Illness Insurance
- Income protection
- Tax efficient savings and Investements - ISA's, Mutual Funds, OEIC's
- Inheritance tax and Estate Planning
What differentiates me from the others?
My aim is to assist my clients, regardless of their wealth, to maximise their monies.
AFH also incorporates stockbroker services together with an investment team to provide a full range of services including Discretionary Fund Management, a service designed to reduce overhead charges and encourage performance throufg regular reviews and rebalancing of investments.
Keith holds the new Diploma in Regulated in Financial Planning and is also qualified as a Stockbroker
Most of Keiths' work is in Investments and Pensions
Previously held positions
Business Developemnt Director involved with Management Buy Out and M&A work.
Global Sales Director
Keith resides in Monmouthshire with his family which now includes 1 grandaughter
He is active in local amatuer dramatics and local charity work
