AFH Wealth Management

Independent Financial Adviser  Stoneleigh Close, Sheffield, S25 2RZ
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FCA authorised
Last authorised 17th January 2022
AFH Wealth Management Ltd provides bespoke planning and financial advisory services to individuals and corporate clients.
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 & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Equity release
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Long term care
Meet our advisers
Mr Alasdair Lee APFS
Chartered Financial Planner
About us

At AFH Wealth management Ltd, we pride ourselves on the fact that our market-leading approach to financial planning is based on establishing successful, long-term client relationships. We offer independent, whole of the market advice, which means we aren’t tied to any product providers, so you can rest assured that any recommendations we make come purely from a standpoint of professional expertise and integrity. Our top priority is to ensure you receive the best financial advice possible. That’s why our advisers have a wide range of specialist qualifications, with many having achieved (or on course to achieve) individual Chartered Status. Alongside the technical proficiency, we also require our advisers to have extensive industry experience and an impeccable track record for putting the client's needs first, and acting with openness and integrity at all times.

Our services

Alasdair Lee is a Chartered Financial Planner who advises clients across the Yorkshire region. The fact that some of Alasdair’s clients have stayed with him since the beginning of his 33-year career in financial services is testament to his reliability, and integrity as an adviser. He has specialist qualifications in, retirement planning, investments, long-term care planning and personal tax and trust planning. In all aspects of his business, Alasdair remains committed to ensuring that his clients have absolute clarity on their financial situations on an ongoing basis.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£101,000
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

Stoneleigh Close, Dinnington, Sheffield, YO10 5EA

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