AFH Independent Financial Services Limited

Independent Financial Adviser Beech Avenue, WORCESTER, WR3 8PZ
First meeting at adviser's own cost
Response rating
9.5/10
FCA verified
8th October 2018
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 & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Corporate pension
    • Group critical illness
    • Group pensions
    • Wealth management
    • Critical illness
    • Large business
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Long term care
    • Buy to let
    • First time buyers
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Lump sum
    • Regular savings
    • Savings for children
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Nabil Kazi
Where to find us

Beech Avenue, WORCESTER, WR3 8PZ

Contact us
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.

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