AFS - Key Persons
Job Titles:
- Chartered Financial Planner and Compliance Officer
Chris joined AFS after leaving university, where he obtained a degree in Modern History. Chris has over 20 years' experience in financial planning and has been an adviser for over 15 years. In addition to advising clients on a wide range of areas, Chris is also the firm's Compliance Officer. He advises individuals and corporate clients on a range of areas including, pensions, investments, mortgages and protection products.
Qualifications:
CII Advanced Diploma in Financial Planning
CII Certificate in Mortgage Advice
CII Certificate in Equity Release
CII Long-term care qualification
CII G60 Advanced Pensions qualifications
Job Titles:
- Director
- Senior Financial Adviser
AFS was established in 2001 by David Harris. David previously spent 5 years working as a senior inspector with NPI, and later as a financial adviser with Haines Watts and ECS Financial Services. David has been giving financial advice tailored to his clients needs for over thirty five years.
As well as working closely with local accountants and solicitors, David specialises in advising private and corporate clients on investments and pensions.
Qualifications:
Diploma for Financial Advisers from the MLIBF
CII G60 Advanced Pensions qualification
Sue has worked at AFS Limited for over 8 years in an administrative role. Prior to this Sue worked in a Sales and Operational Support Role at Auto Windscreens for 17 years.