0330 038 8940
Based in Braintree
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Tas is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tas's status
Last checked: 22 March 2025
Tas is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tas's status
Recent Client Reviews
Tas has not received any client reviews in the past 12 months
Tas has not received any reviews in the last 12 months
Tas has not received any client reviews in the past 12 months
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: 18 March 2025
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.
3
Qualifications Uploaded
Tas has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Tas has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Tas has not yet added their fees to their profile
Fees not yet added
Tas has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tas (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Tas
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tas (based on 3 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Tas is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tas's status
Last checked: 22 March 2025
Tas is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tas's status
Recent Client Reviews
Tas has not received any client reviews in the past 12 months
Tas has not received any reviews in the last 12 months
Tas has not received any client reviews in the past 12 months
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: 18 March 2025
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.
3
Qualifications Uploaded
Tas has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Tas has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Tas has not yet added their fees to their profile
Fees not yet added
Tas has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tas (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Tas
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tas (based on 3 first impressions)
I have worked in financial services for over 24 years and provide broad based advice, mainly to directors, working persons and retired clients helping them with practical solutions to the financial issues that concern them most. My advice covers all areas of wealth management, including pension and retirement planning, protection, inheritance planning, savings and investments. As a independent financial adviser covering the whole of Essex and surrounding areas, my emphasis is on maintaining a long-term relationship with my clients and to provide you with a source of trusted advice as your financial needs evolve over the years.
Offers available through VouchedFor
Contact Tas 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 Tas's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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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.