FCA verified
15th January 2018

AFH Wealth Management

Independent Financial Adviser 9 Granary End, Witchford, Cambridgeshire, Ely, CB6 2XF
Chartered Financial Planner: Contact me for advice on investments, pensions, retirement planning, inheritance tax planning, business/personal protection and auto-enrolment.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Kenneth Lee APFS
Independent Financial Adviser
Where to find us
About us

I offer my clients a wealth of services including: investment advice; retirement planning; pensions advice; pension transfers; pension drawdown; inheritance tax planning; discretionary fund management; business and personal protection, auto-enrolment and stockbroking.

I work in my local community and enjoy the full support of AFH's in-house investment specialists, technical experts and administrators.

I provide genuinely independent advice for greater choice with less restrictions and no conflicts of interest. I am also independent of mind. This means that when I meet a client I will not know the course of action that we will take together until I have fully understood their needs, aspirations and motivations and conducted focused research on their behalf.

Our services

I am a Chartered Financial Planner which means I have made a public commitment to put the interests of my clients ahead of my own.

I am passionate about building long term relationships to help you achieve your goals.

I love listening to my clients and getting to know them better over time. This enables me to understand their needs, motivations and aspirations. By collaborating with my clients and other professionals I help them grow their wealth and protect the people they love.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

AFH Wealth Management is a trading style of AFH Independent Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.

www.fca.org.uk/register. Financial Services Register no. 216704. Registered in England and Wales. Company no. 04049180.
Registered Office: AFH House, Buntsford Drive, Stoke Heath, Bromsgrove, Worcestershire, B60 4JE | T: | F: E:
AFH Independent Financial Services Limited is a wholly-owned subsidiary of AFH Financial Group Plc (company no: 07638831).

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