AFH Wealth Management

Independent AFH Wealth Management, Clark House, 1A Haxby Shopping Centre, The Village, Haxby, York, North Yorkshire, YO32 2LU
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
14th October 2019
We offer clients a truly professional & friendly service, making the complex world of Financial Advice easier to understand.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Debbie Burchall Dip CII
Financial Adviser
Nick Burchall Dip CII
Financial Adviser
Niall Middleton DipPFS
What our clients say
Service is personal and professional straightforward - options made clear and tailored to individual Client centered, clarity In approach and quick delivery
Barry, North Yorkshire
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
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
Where to find us

AFH Wealth Management, Clark House, 1A Haxby Shopping Centre, The Village, Haxby, York, North Yorkshire, YO32 2LU

Make an enquiry
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