AFH Independent Financial Services Limited

Independent Financial Adviser  High Road, Rayleigh, Essex, SS6 7AE
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FCA authorised
Last authorised 19th October 2020
I am proud to provide tailored, friendly and timely advice to clients whilst developing meaningful long term relationships.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
Amanda Holden
Independent Financial Adviser
About us

With over 25 years of experience and more than 250 advisers nationwide, AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms.

Our dedicated teams of in-house specialists include financial analysts, administrators and portfolio managers. They are all at hand to support advisers in providing the best possible service, whilst portfolio planning is specifically tailored to meet a client’s individual aims and objectives.

Continued growth means our economy of scale allows us access to reduced fees with third parties, passing the benefits onto our clients. We believe it is this client-focused approach that is the reason for our on-going success. Transparency, integrity, trust and respect are, and always have been, at the core of the AFH community.

Our services

AFH offer both an advisory and discretionary fund management service, one of the few advisers in the UK authorised to do so. Within this, services that we offer include; retirement planning, business support, mortgage advice, protection planning, succession planning* and tax solutions.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

High Road, Rayleigh, Essex, SS6 7AE

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