0121 366 8422
Based in Birmingham
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Mandeep is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mandeep's status
Last checked: 08 April 2025
Mandeep is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mandeep's status
1
Recent Client Reviews
Mandeep has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mandeep has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 April 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Mandeep has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Mandeep has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Mandeep has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Mandeep has provided information on their typical fees
Mandeep has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mandeep (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Mandeep
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mandeep (based on 9 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Mandeep is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mandeep's status
Last checked: 08 April 2025
Mandeep is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mandeep's status
1
Recent Client Reviews
Mandeep has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mandeep has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 April 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Mandeep has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Mandeep has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Mandeep has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Mandeep has provided information on their typical fees
Mandeep has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mandeep (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Mandeep
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mandeep (based on 9 first impressions)
*Listed in The Times - Guide to the UK's top rated Advisers (2019, 2020 & 2021)* I'm a fully qualified Independent Financial Adviser, with a friendly and professional approach to providing independent and impartial advice. Whether you are seeking advice for the first time, are looking for a second opinion or haven't had a review for a while, finding the right person to share and discuss you circumstances and goals can be a difficult decision. I therefore strive to provide a bespoke review service where you are put at the forefront and meetings are progressed at your pace, understanding and without time restrictions. I specialise in offering expert advice in a wide range of areas to both individual and business clients, these include: • Individual Protection, Life Cover & Family Protection • Discretionary & Advisory Investment Management • Tax Efficient Savings & Investment Solutions • Pension & Retirement Options • Inheritance Tax Planning • Mortgage advice • Business protection & succession planning Being part of AFH Wealth allows us to use our scale to benefit clients and when it comes to financial planning and wealth management, size matters. The cost of accessing the right financial infrastructure and investments has an impact on returns. Small companies carry little weight in negotiations to cut third-party fees. On the other hand, firms with scale tend to use their buying power to drive costs down, to increase their own profits. AFH are different, we commit to use our position as one of the country’s biggest wealth management firms to reduce the costs to our customers on an ongoing basis. Should you wish to discuss any of these areas then please call or send me a message.
Offers available through VouchedFor
Contact Mandeep through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Mandeep's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Clients' level of financial expertise
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Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
Any description of our approach is for generic information only and is not suggesting a suitable investment strategy for you. You should seek independent financial advice that takes your individual circumstances into account prior to proceeding with any course of action. AFH Wealth Management is a trading style of AFH Independent Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.