Jade Soutter-Davies

Jade Soutter-Davies

AFH Wealth Management

Minimum savings/pensions: Over £50,000

Minimum mortgage: Over £100,000

0330 038 8942
Based in Mitcheldean
View location
Top Rated 2025
Verified since: October, 2022
4.9 out of 5

39 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 13 April 2025

    Jade is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jade's status

  • 13

    Recent Client Reviews

    Verified reviews: 100%

    Jade has received 13 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 22 April 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.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Jade has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Jade has not yet added their fees to their profile

  • 5

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Jade

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jade (based on 5 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 13 April 2025

    Jade is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jade's status

  • 13

    Recent Client Reviews

    Verified reviews: 100%

    Jade has received 13 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 22 April 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.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Jade has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Jade has not yet added their fees to their profile

  • 5

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Jade

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jade (based on 5 first impressions)

I am a fully qualified Independent Financial Adviser and aim to bring you an approachable financial planning service. I will work with you to help determine what your financial goals and aspirations really look like and set you on your path to achieving these goals, through independent and impartial financial advice. Whether you want to start investing for the first time, put protection in place for you and your loved ones or have a review of your whole financial position, it’s my job to take some of this stress away from you and help map out what your financial journey looks like. No matter what stage of life you are at, I will review your circumstances and aim to build a long-lasting professional relationship with you to ensure that any changes to your lifestyle over the years are accounted for in terms of the advice that I offer you. I work for AFH Wealth Management, one of the UK’s leading independent financial advisory firms, who use their position in the market to reduce the costs to you, our client, as much as possible. By being part of a wider team, you will benefit from valuable support and research teams who carry out extensive due-diligence to ensure you receive the most suitable products available on the market. To arrange a free, no-obligation initial meeting, please do not hesitate to contact me. I am happy to accommodate your meeting preferences, whether face to face or via Microsoft Teams.

£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 Jade's clients

Based on responses provided by clients who have reviewed this adviser

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