AFS Wealth Management Ltd

Partner Practice of St. James's Place Wealth Management

Nick Evans Dip PFS, Director

Based in Staffordshire, I provide wealth management advice to clients both within the County, and more widely throughout the rest of the U.K.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development, This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.

We find it a testament to the fact that many of our clients have been with us for over 25 years. Indeed, I have now started to look after the wealth management of the children of some of my clients.

I intend to keep providing Financial Advice for many years to come and look forward to reaching retirement along with many of my clients. It is my hope that one day my children may decide to join me within the Practice.

Lucy Elkington, Practice Manager

I have worked for AFS Wealth Management since March 2016 and in that time I have progressed from Mortgage PA through to the Practice Manager. My role is to ensure the smooth running of the team, to technically prepare all cases and deal with all queries for our Paraplanners and Head Office.

I am fully accredited in the St. James’s Place Administrator, Partner PA and Practice Manager courses.

Sharon Wheatley, Accounts Manager

I have worked with AFS Wealth Management since July 2004. My main role is to deal with all aspects of the company accounts. Along with that I have worked with some clients for the last 15 years.

We pride ourselves in our client service and strive to maintain the excellent client experience.

Karen Rosevear, Client Liaison Manager

I have worked for AFS Wealth Management since July 2018. My role is to closely liaise with our clients ensuring they receive a warm and friendly welcome.

I am here to help clients from the initial booking of appointments through to providing ongoing support on every step of the client journey with us.

Lisa Sutton, Client Liaison Assistant

I joined AFS Wealth Management in January 2019 to assist Karen with the Client Liaison management.

My role is similar to that of Karen’s I am due to start the St. James’s Place PA Accreditation course where I am looking forward embarking on my new career with AFS Wealth Management.

Angela Wade, Technical Assistant

I have recently joined AFS Wealth Management and my role is to assist Lucy in dealing with all technical aspects for our new and ongoing business.

I have just embarked on the St. James's Place comprehensive training plan and I am looking forward to developing my knowledge and skills in this area.