AFH Independent Financial Services Limited

Independent Financial Adviser  Beech Avenue, Birmingham, West midlands, B27 7XH
First meeting at adviser's own cost
AFH is one of the UK’s leading Independent wealth management firms offering clear and concise financial planning solutions
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions review
check
Pensions transfer
check
Buy my next home
check
Buy to let
check
Buying first home
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Lump sum
check
Regular savings
check
Critical illness
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Group Pension/Stakeholder
check
Stockbroking services
check
Sharia finance
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 23rd March 2020
Meet our advisers
Nabil Kazi

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

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.

Where to find us

Beech Avenue, WORCESTER, WR3 8PZ

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 23rd March 2020

Similar advisers near you

Independent Financial Adviser 1.75 mi
Providing clear, expert financial advice to help you plan for your future and to protect and grow your wealth.
 
Independent Financial Adviser 2.13 mi
Provide independent advice on all aspects of Mortgage, Equity Release, Retirement and Investment planning.
 
Independent Financial Adviser 2.68 mi
Personal, Trusted, Professional For retirement planning and exceptional wealth management, choose independence and experience. Specialist In Pension Transfers & Options
 
Restricted - whole of market 2.68 mi
At Quilter Financial Advisers we specialise in personal financial planning. Our philosophy is to offer a high quality and personal service to each of our valued clients. We believe our approach towards financial planning is what makes us stand out; to provide comprehensive financial advice where we consider all aspects of your financial planning and look after your future, whatever it may hold. We help you navigate through the complexity of financial planning and plan appropriately, take action when needed and deliver peace-of-mind for your financial future. Our firm is in the Quilter Financial Planning Network which is part of the Quilter group of Companies. Quilter is a leading provider of advice, investments and wealth management; managing over £110.4 billion of investments on behalf of 900,000 customers (as at 31st December 2019).