AFH Wealth management
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Financial planning
- Wealth management
-
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
-
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Long term care
- Long term care
The Grange Lodge, Old Gloucester Road, Winterbourne, Bristol, Southwest, BS36 1RP
AFH Wealth maangment omplex comparisions and calculations reporting to ensure that clients bests interests are always
We offer a range of services, from simple to complex advice. Covering, General financial planning, Tax efficient Investment advice, Full Wealth preservation, Wills, Tax and Trust advice, Estate and Inheritance tax planning. Pre and full Retirement income planning, Personal and company pensions, Family protection, sickness protection and savings.
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