AFH Wealth Management

Independent Financial Adviser  School View, Yatton, Somerset, BS49 4AJ
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FCA authorised
Last authorised 21st September 2020
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
Meet our advisers
Joe Swanson
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.

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

School View, Wraxall, BRISTOL, BS48 1HG

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