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Joe Swanson

online Member

AFH Wealth Management

AFH is a Financial Planning-led Wealth Manager. We provide Independent Advice for Companies and Individuals. We can help you translate your company success into a retirement plan.

A bit about me...

I live in Wraxall with my wife and 2 children, both currently at Backwell School. I enjoy sport and run the local Touch Rugby club and play and coach at Nailsea RFC.

Having worked at Hargreaves Lansdown for 6 years I decided to get back to my IFA roots in September 2018 and joined AFH Welath Management. I especially enjoy supporting people to structure a plan for retirement, especially those that are self employed or run their own businesses, where they are often concentrating on the day to day management of the company rather than putting together a viable long term plan for thier own financial wellbeing.

 

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