AFH Wealth Management

Independent Financial Adviser  Feast Field, Leeds, West yorkshire, LS7 4NU
First meeting at adviser's own cost
I provide a bespoke, personal financial planning and advisory service tailored and unique to you. I believe that the cornerstone of effective financial planning is the recognition that everyone’s economic and life situation is unique.
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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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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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
9.8/10
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FCA authorised
Last authorised 28th September 2020
Meet our advisers
Chris Prescott BSc(Econ) FPFS
Chartered Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

Accreditations
Chartered Financial Planner
What our clients say
Chris has always been there at the other end of the phone offering me impartial financial advice that i know i can trust. Being a mature and a female I have found many people who have tried to dupe me to buy their products but over the last 8 years of working with Chris he has impartially guided me through the minefield of investments. It has never been too much trouble to him to help guide me whether I have been wishing to invest or withdraw funds from my financial pots.
Diana Hollingsworth, Sheffield
I have worked closely with Chris on numerous occasions in relation to mutual clients. Chris’s advice is always of the highest quality and focussed on achieving exactly what the client needs – exactly as it should be. Chris also has very strong relationships with his clients and is highly regarded for his ‘down to earth’, jargon free style of advice. I would have no hesitation in recommending Chris Prescott to my clients in need of financial advice.
Steven Dawson - Partner at MKB Solicitors, Barnsley
Chris has worked as a Volunteer for the last two years at Citizens Advice Sheffield supporting the delivery of the MoneyPlan project. He has enabled us to increase the service that we offer to our clients across Sheffield who would not otherwise be able to access a Chartered Financial Planner. We are very grateful to Chris for his support, and his down to earth manner and approachable style ensures that he puts our clients at ease and empowers them to deal with complex financial issues.
Jenny Wright, Manager PensionWise, Citizens Advice Sheffield, Sheffield
Chris Prescott was extremely helpful and understanding in challenging circumstances. I trust his advise and would recommend him highly.
Rae, Sheffield
About us

I offer independent, whole of the market advice, which means I'm not tied to any product providers, so you can rest assured that any recommendations made come purely from a standpoint of professional expertise and integrity. Put simply, my top priority is to ensure you receive the best financial advice possible. Personally, I have an Economics Degree from the University of London, am a Chartered Financial Planner and Fellow of the Personal Finance Society.

Our services

I believe that my down-to-earth and personable nature enables me to translate complex financial jargon into a language that clients can understand. I am a pension and investment specialist with 20 years’ experience in financial services and ideally qualified in advising clients on all areas of their future financial well being.

Where to find us
Head office address: Feast Field, Horsforth, Harrogate Road, Leeds, West Yorkshire, LS18 4TJ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
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
Response rating
9.8/10
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FCA authorised
Last authorised 28th September 2020

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