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  11. AFH Independent Financial Services Limited

AFH Independent Financial Services Limited

Independent Financial Adviser A F H House, Buntsford Drive, Bromsgrove, Worcestershire, B60 4JE
First meeting at adviser's own cost
Response rating
10/10
FCA verified
15th July 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
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Meet our advisers
Helen Evans
What our clients say
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.
Glenn Patrick, Norfolk
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.
Mark Walker, Cambridgeshire
Where to find us

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

Make an enquiry
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.

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

Some of these areas of advice may not be regulated by the FCA.

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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Contact options
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