Over 300 employees at the Bournville Village Trust have been offered access to Independent Financial Advice in order to make decisions regarding their future pension benefits.
The Bournville Village Trust invited local Independent Financial Advisers to put forward their service proposition and after conducting a thorough due diligence process, they confirmed that Bromsgrove based AFH Wealth Management would be employed to provide advice to their employees.
Paul Haywood, Director of Financial Services for the trust said, “Most of our employees participate in the Cadbury Final Salary Scheme. In selecting the most suitable IFA we had to take into consideration the number of advisers available within the practice that were qualified to provide advice on Occupational Pension Schemes.
We were very impressed with the technical ability of the advisers at AFH Wealth Management and they were able to exceed our requirements. The advice provided has been well received by our employees. The whole process has been a very worthwhile exercise.”
The Bournville Village Trust is a charity and a registered social landlord currently looking after a substantial property portfolio, largely a legacy from George Cadbury, who along with his brother, established the Bournville factory back in the 19th century. Management of the Bournville Estate comprises over 7,500 properties, shops, offices, schools, community halls and open spaces.
Terry Reed, Adviser Director at AFH Wealth Management said “AFH is delighted to work with such an established and well respected employer. Over 20% of the staff took up the opportunity to meet with one of our advisers and we look forward to building on the relationship over the coming months.”
AFH Wealth Management is one of the region’s fastest growing IFA practices with a team of 50 highly experienced IFAs. AFH offers a wealth of financial services to corporate and private clients. They are one of the few IFAs in the country to offer in-house Discretionary Portfolio Management and Stock Broking services. For further information please visit their website.
