AFH Wealth Management

Independent Financial Adviser Clark House, 1a Haxby Shopping Centre, The Village, Haxby, York, YO32 2LU
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
10th December 2018
We offer clients a truly professional & friendly service, making the complex world of Financial Advice easier to understand.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Debbie Burchall Dip CII
Financial Adviser
Niall Middleton DipPFS
Nick Burchall Dip CII
Financial Adviser
What our clients say
Personal and friendly approach. Always responds immediately to any questions by either phone or email. Offers good sound advice, gives us the options available, but does not try to push us in any direction and leaves the final decision to us. Keeps us well informed and up to date.
Stephen, York
All points raised during our two meetings were quickly followed up by a detailed, written synopsis that contained detailed advice and guidance. I cannot think of anything that would improve the service that I have received from Debbie - a thoroughly professional, clear and concise execution of her responsibilities and experience.
Bob, West Yorkshire
Service is personal and professional straightforward - options made clear and tailored to individual Client centered, clarity In approach and quick delivery
Barry, North Yorkshire
Where to find us

Clark House, 1a Haxby Shopping Centre, The Village, Haxby, York, YO32 2LU

Contact us
About us

With over 25 years of experience and more than 160 advisers nationwide, AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms.

Our dedicated teams of in-house specialists include financial analysts, administrators and portfolio managers. They are all at hand to support advisers in providing the best possible service, whilst portfolio planning is specifically tailored to meet a client’s individual aims and objectives.

Continued growth means our economy of scale allows us access to reduced fees with third parties, passing the benefits onto our clients. We believe it is this client-focused approach that is the reason for our on-going success. Transparency, integrity, trust and respect are, and always have been, at the core of the AFH community.

Our services

AFH offer both an advisory and discretionary fund management service, one of the few advisers in the UK authorised to do so. Within this, services that we offer include; retirement planning, business support, mortgage advice, protection planning, succession planning* and tax solutions.

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

*Some of these areas of advice may not be regulated by the FCA.

This description of our approach is for generic information only and is not suggesting a suitable investment strategy for you. You should seek independent financial advice that takes your individual circumstances into account prior to proceeding with any course of action.

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

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