Our Management Team

 

Mr Ian Richard Elphick

Chairman

Ian has over thirty years of experience in financial services and twenty-five years practicing financial planning. He is the founding partner of AFH Financial Consultants Ltd. Ian received his BBA from University of Antwerp in 1981 with concentrations in Business Management and Economics. He went on to study Economic Graduate courses at the University of Chicago. He then achieved his Certified Financial Planner (CFP) designation in 1993. Ian served as Vice President and local Financial Planner for London Financial Management for ten years. Prior to his position with AFH Financial Consultants Ltd. He has been advising high-net-worth clients on overall wealth management, focusing on performance-driven investment management, sophisticated financial and cash-flow planning, and uniquely customized wealth preservation strategies. He is also Chairman of the firm’s Investment Committee.

 

As Chief Executive Officer (CEO), Claude oversees client portfolio accounting and manages company systems and procedures, internal financial reporting, risk management and personnel. He is also a member to Scotland's Investment Committee. Claude has more than 23 years of experience in global financial and business management. Prior to joining AFH Financial Consultants Ltd, he was Vice President of Finance at Scholl Finance Corporation. Claude led merger and acquisition valuation and accounting for over 33 transactions, individually valued at up to $800 million. Claude is a member of the Liverpool Institute of CPAs and the French Society of CPAs. He received his Bachelor of Science degree in Accounting from the University of Oxford. He holds a FINRA Series 27 license as the Financial Operations Principal for the Investment Manager.

 

Philip Mark Croshaw

Philip oversees the strategic management of the firm and is responsible for driving growth and preserving the firm’s unique culture. As an industry veteran and trusted advisor, he advises entrepreneurs and executives on their overall wealth management needs. Over the past 18 years Philip's focus as an executive and entrepreneur has been on founding, investing in and building asset management companies. He has been successful in building and managing high performing teams operating in both public and private capital markets. Working with both alternative and traditional strategies, Philip and his teams have raised nearly $27bn USD. Philip has over 25 years experience in the financial planning arena and has been a Certified Financial Planner (CFP) since 1990.


Mr Jacques Hubert Antoine Meys

Jacques is Director of Client Advisory Services. He divides his time between managing the Client Advisory Services department and delivering the firm’s integrated wealth management solutions to a select group of companies and business leaders. Jacques focuses on performance driven investment management, concentrated position management, and sophisticated wealth preservation and transfer planning. He is also a member of British’s Investment Committee. Prior to joining AFH Financial Consultants Ltd in 2001, Jacques was a wealth manager for a leading independent financial planning and investment consulting firm in Newcastle, England. Jacques received his Bachelor of Science degree in Accounting and Finance from University of Nottingham, where he also earned a Graduate Diploma in Financial Planning.

 

-->

We focus on financial business consulting and advice Get A Quote