AFH Wealth Management

Independent Financial Adviser  AFH House, Shenstone, Staffordshire, B74 3UP
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FCA authorised
Last authorised 21st September 2020
Bobby Dhesi, Award winning Independent Financial Advisor with over 15 years experience in Financial Services. <phone number hidden>
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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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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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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Stockbroking services
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Long term care
Meet our advisers
Bobby Dhesi DipPFS CertCII (MP)
Independent Financial Adviser
About us

The AFH Group is a growing team of Independent Financial Advisers. The AFH Group was founded 25 years ago and has evolved into a culture that focuses on working in partnership with clients and building long-term relationships based on mutual trust and respect. With national presence, we pride ourselves on offering a genuinely personal and approachable service and this is echoed by over 150 professional advisers. We have a 160+ support team at our headquarters in Bromsgrove. Our infrastructure provides our advisers with resources that can’t be matched by a smaller practice. We believe our advisers are only as good as the engine that supports them, so we have invested time and money into developing a network of in-house investment specialists, technical experts and administrators.

Our services

At AFH we take pride in helping you to build a better future for yourself whatever your current financial position. We believe that the foundation of any successful relationship is trust and we do this by ensuring we take the time to get to know you and fully understanding your personal circumstances and prioritise your objectives. The result is a comprehensive and unbiased wealth management strategy tailor-made to achieve your goals.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Face to face

AFH House, Buntsford Drive, Stoke Heath, Bromsgrove, B60 4JE

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