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Profile
Mr. Graham Toone is Head of Investment Research at AFH Independent Financial Services Ltd.
He joined AFH Wealth Management in November 2005 as Head of Investment Research.
He has been involved in the financial services industry since 1983, where he worked for major insurance companies including Scottish Widows and Norwich Union.
In 1998, he joined Berkeley Burke Pension Trustees as an Investment Consultant, responsible for Small Self-Administered Schemes and Self-Invested Pension Plans that totalled circa £500m.
He holds the Investment Management Certificate and a number of financial planning qualifications.
Former positions of Graham Toone
| Companies | Position | End |
|---|---|---|
AFH Independent Financial Services Ltd.
 AFH Independent Financial Services Ltd. Investment ManagersFinance AFH’s financial planning-led wealth management approach is tailored around their client’s individual long-term goals and risk profile. Their clients’ portfolios are reviewed by the firm’s in-house experts to protect them against market downturns. The firm takes a holistic approach in ensuring their client’s financial needs and aspirations are discussed. | Director of Research - Equity | 2014-12-31 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
2
1st degree connections
1
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
AFH Independent Financial Services Ltd.
AFH Independent Financial Services Ltd. Investment ManagersFinance AFH’s financial planning-led wealth management approach is tailored around their client’s individual long-term goals and risk profile. Their clients’ portfolios are reviewed by the firm’s in-house experts to protect them against market downturns. The firm takes a holistic approach in ensuring their client’s financial needs and aspirations are discussed. | Finance |
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