AFH Independent Financial Services Limited

Independent Financial Adviser Beech Avenue, WORCESTER, WR3 8PZ
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
12th August 2019
AFH is one of the UK’s leading Independent wealth management firms offering clear and concise financial planning solutions
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Long term care
Meet our advisers
adviser-person
Nabil Kazi
Where to find us

Beech Avenue, WORCESTER, WR3 8PZ

Make an enquiry
About us

With over 25 years of experience and more than 160 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.

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.
*Your home may be repossessed if you do not keep up repayments on your mortgage.
**Some of these areas of advice may not be regulated by the FCA.

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

AFH Wealth Management is a trading style of AFH Independent Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.

Similar advisers near you

Independent Financial Adviser 0.07 mi
Open Honest Transparent Financial Advice. Working with you - to help you achieve your goal and realise your ambitions.
 
Independent Financial Adviser 1.25 mi
We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
 
Independent Financial Adviser 1.54 mi
We believe that our clients should be ultimately in control of their finances. Clients needs are our priority.
 
Independent Financial Adviser 2.53 mi
Award-winning, highly respected boutique firm. FT (Adviser) - SIPP Pensions Adviser of The Year 2016.