AFH Independent Financial Services Limited
As a forward-thinking adviser Helen provides corporate and private clients with financial planning solutions to meet all of life's goals.
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Income protection insurance
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 30th March 2020
What our clients say
Helen has been my adviser for over ten years. My requirements originally were for pensions investment advice suitable for being the owner-manager of a small
business, but the scope of the tasks has expanded over time.
With excellent investment advice on ethical funds which have been as successful as the less ethical funds. Then with draw downs once I'd reached 55, and with mortgage and insurance advice too. The key point is that I always felt Helen was
acting for me rather than for any third party or short term commercial imperative.
My investments have exceeded expectations and I have been able to access
them when required.
Some 20 years ago sought financial advice from my bank, Helen attended, I was
impressed with her attitude and determination to secure investments appropriate to me. Helen continues to offer me advice to this day.
Helen, basically analysed my finances, ascertained my requirements and my attitude to risk. Various investment options were discussed, as a result recommendations were made that would be appropriate and beneficial to me.
Helen' s advice to me is ongoing.
It goes without saying that investments do go down as well as up, there are many
factors that determine profits or loss. I am more than happy with the majority of
investments taken and overall the bottom line remains in profit.
I am in no doubt that Helen has been instrumental in securing me investments that have been beneficial to my finances. I would highly recommend her as a financial
adviser who goes that extra mile. She is thorough in her research and explains in
detail all investment options. Helen also maintains financial welfare contact post
investment, that is very reassuring. First class adviser.
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.
AFH offer both an advisory and discretionary fund management service, one of the few advisers in the UK authorised to do so.
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.
This description of our approach is for generic information only and is not suggesting a suitable investment strategy for you.
You should seek independent financial advice that takes your individual circumstances into account prior to proceeding with any course of action.
Helen Evans is an Independent Financial Adviser with AFH Wealth Management and has approaching 30 years’ experience in financial services.
Helen has been providing financial advice to clients in her home town of Peterborough and the surrounding area for the last 20 years.
Whether you have a complex investment portfolio or simply wish to plan for a comfortable retirement, Helen will take the time to understand your short-term and long-term objectives
AFH Wealth Management is independent, so Helen is not tied to any particular providers but has access to any product or service across the whole of the market, which means she can deliver solutions to meet all her clients’ financial needs and objectives.
And as one of the UK’s largest independent financial services companies AFH gives Helen the support of her own dedicated administration team and a 90-strong research team.
All this means Helen can deliver a truly local service to her clients in and around Peterborough at a standard smaller firms just can’t match.
Where to find us
Head office address: A F H House, Buntsford Drive, Bromsgrove, Worcestershire, B60 4JE
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Face to face