AFH Wealth Management

Independent School View, Wraxall, BRISTOL, BS48 1HG

First meeting at adviser's own cost

Response rating

7.0 /10

28th October 2019

With you every step of the way. Independent Advice for Companies and Individuals

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

Make an enquiry Request a call back 08000 549473 Recommend to a friend

Meet our advisers

Joe Swanson

Qualifications & Accreditations Hide qualifications

GR1 - Group Risk (CII)

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

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

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.

Dip PFS - Personal Finance Society Diploma (PFS)

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

J04 - Pension Funding Options (CII)

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.

CF8 - Certificate in Long-Term Care Insurance (CII)

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.

Where to find us

School View, Wraxall, BRISTOL, BS48 1HG

Make an enquiry

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.

Make an enquiry Request a call back 08000 549473 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£100,000

Minimum mortgage value

£0

Make an enquiry Request a call back 08000 549473 Recommend to a friend

Contact options

Make an enquiry Request
a call back 08000 549473 Recommend to a friend

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.