David Harris - Director and 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.
- Diploma for Financial Advisers from the MLIBF
- CII G60 Advanced Pensions qualification
Telephone: 01246 293 858
Mobile: 07802 876 662
Chris Dey - 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.
- 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
Telephone: 01246 293 855
Mobile: 07967 475 987
Our Support Team
David and Chris are supported by a dedicated team. So you can be assured that we have a great breadth of knowledge and experience to help you.
Since leaving Lancaster University in 2002 Jenny has worked in the financial services industry. She was a branch manager with the Halifax, before becoming a financial adviser in 2008. In 2015 Jenny left the Halifax to spend more time looking after her old son, Finn, and now works part-time as David’s paraplanner and assistant. She is has a level 4 Diploma for Financial Advisers from the MLIBF.
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.