0330 038 8938
Based in Nantwich
View locationChecks carried out by VouchedFor
FCA Regulated
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 16 April 2025
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
3
Recent Client Reviews
David has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 3 client reviews 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: 14 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.
2
Qualifications Uploaded
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
David has not yet added their fees to their profile
Fees not yet added
David has not yet added their fees to their profile
10
Positive First Impressions
70% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 10 first impressions)
70% of users who are not yet clients had a positive first experience with David
70% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 10 first impressions)
Checks carried out by VouchedFor
FCA Regulated
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 16 April 2025
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
3
Recent Client Reviews
David has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 3 client reviews 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: 14 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.
2
Qualifications Uploaded
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
David has not yet added their fees to their profile
Fees not yet added
David has not yet added their fees to their profile
10
Positive First Impressions
70% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 10 first impressions)
70% of users who are not yet clients had a positive first experience with David
70% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 10 first impressions)
David has been providing independent financial advice to the people of Staffordshire and South Cheshire since 1998. We specialise in advice on investments and inheritance tax planning, including onshore and offshore trusts and investments. Our managing director, David Pritchard, has 29 years’ experience as an independent financial adviser and is proud to offer truly independent financial advice from the whole of the market, rather than being tied to certain companies, sectors and funds. This means your hard earned investments are given the best opportunity to perform to their highest potential. We also offer pension advice for our younger clients looking to make the most of the retirement nest egg and older clients wanting a regular income to enjoy their retirement to the maximum. Based right in the heart of the market town of Nantwich, our clients are welcome to visit our new offices in Pepper House for regular updates and reviews of their investments in comfortable, air conditioned offices. For clients who prefer not to travel, we are happy to arrange appointments in the comfort of your own home. Your first appointment with AFH Wealth Management Nantwich is always free of charge and without obligation. You are also welcome to attend any of our free seminars and events listed on our website. I look forward to meeting you soon.
Offers available through VouchedFor
Contact David 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 David's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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