AFH Wealth Management

Independent Financial Adviser Harrogate Road, Harrogate Road, West Yorkshire, Leeds, LS17 6PY

First meeting at adviser's own cost

Response rating

9.3/10

17th June 2019

I provide a bespoke, personal financial planning and advisory service to clients.

We can advise you on

Business
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- 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
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Estate planning
Long term care
- Long term care

Make an enquiry Request a call back 08000 549089 Recommend to a friend

Meet our advisers

Chris Prescott BSc(Econ) FPFS

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

J02 - Trusts (CII)

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.

AF1 - Personal Tax and Trust Planning (CII)

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

APFS - Associate, Personal Finance Society (PFS)

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.

AF5 - Financial Planning Process (CII)

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

R02 - Investment Principles (CII)

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

R04 - Pensions and Retirement Planning (CII)

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

R03 - Personal Taxation (CII)

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.

J05 - Pension Income Options (CII)

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.

AF4 - Investment Planning (CII)

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

CF8 - Certificate in Long-Term Care Insurance (CII)

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.

AF3 - Pension Planning (CII)

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

Accreditations

What our clients say

Chris Prescott was extremely helpful and understanding in challenging circumstances. I trust his advise and would recommend him highly.

Rae, Sheffield

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

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 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

Where to find us

Harrogate Road, Harrogate Road, West Yorkshire, Leeds, LS17 6PY

Make an enquiry

About us

At AFH 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. Put simply, 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

Chris believes that the cornerstone of effective financial planning is the recognition that everyone’s economic and life situation is unique. He has an Economics Degree from the University of London, is a Chartered Financial Planner and Fellow of the Personal Finance Society. He is highly qualified and his down-to-earth and personable nature enables him to translate complex financial jargon into a language that clients can understand. He is a pension and investment specialist with 20 years’ experience in financial services. He is ideally qualified in advising clients on all areas of their future financial wellbeing.

Make an enquiry Request a call back 08000 549089 Recommend to a friend

We can advise you on

Business
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- 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
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Estate planning
Long term care
- Long term care

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£20,000

Minimum pension value

£50,000

Minimum mortgage value

£0

Website

Make an enquiry Request a call back 08000 549089 Recommend to a friend

Contact options

Make an enquiry Request
a call back 08000 549089 Recommend to a friend

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