AFH Independent Financial Services Limited

Independent Financial Adviser  A F H House, Peterborough, Cambridgeshire, B60 4JE
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FCA authorised
Last authorised 19th October 2020
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
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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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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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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
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Long term care
Meet our advisers
Helen Evans
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.

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

Our services

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.

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

A F H House, Buntsford Drive, Bromsgrove, Worcestershire, B60 4JE

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