AFH Wealth Management

Independent Financial Adviser  School View, Nailsea, Somerset, BS48 1AH
First meeting at adviser's own cost
With you every step of the way. Independent Advice for Companies and Individuals
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 review
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Pensions transfer
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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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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 21st September 2020
Meet our advisers
Joe Swanson

This examination assesses an understanding of group risks, including the operations of such schemes and their features and taxation.

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.

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

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

About us

AFH is a Financial Planning-led Wealth Manager. That means that our qualified independent financial advisers will help you to plan your financial future, supported by an in-house team of investment and research specialists to ensure you receive the best investment solutions on the market. At AFH, as we grow, we use our increasing scale and buying power to drive down costs for our clients. For you, that could mean product fees as low as 0%

Our services

Your independent AFH adviser will spend time understanding your needs and will build a strategy to meet them. By revisiting the strategy regularly your adviser will ensure it adapts to meet your changing circumstances. We aim to build long term, meaningful relationships with our clients that supports you every step of the way.

Where to find us
Head office address: School View, Wraxall, BRISTOL, BS48 1HG
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 21st September 2020

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