FCA verified
4th December 2017

AFH Wealth management

Independent Financial Adviser The Grange Lodge, Old Gloucester Road, Winterbourne, Bristol, Southwest, BS36 1RP
Offering understandable, transparent Independent Financial Planning. Highly experienced, qualified, inyour local area. Providing longterm consistent, honest, advice for your future.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Elissa Groves Dipfa MIFS
IFA
Where to find us
About us

AFH Wealth maangment omplex comparisions and calculations reporting to ensure that clients bests interests are always

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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