Response rating
9.0/10
FCA verified
16th October 2017

AFH wealth management

Independent Financial Adviser A F H Independent Financial Services Ltd, A F H House, Buntsford Drive, Stoke Heath, Worcestershire, Bromsgrove, B60 4JE
First meeting at adviser's own cost
I am proud to provide tailored, friendly and timely advice to clients whilst developing meaningful long term relationships.
We can advise you on
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Pensions & retirement planning
    • Regular savings
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Ian Garrad
Wealth Planner
Accreditations
Certified Financial Planner
Where to find us
About us

The AFH Group is a Independent Financial Advisory company based at AFH House in Bromsgrove, Worcestershire. The group was founded in 1990 by our current Chief Executive Officer Alan Hudson and has always adopted a culture that focuses on working in partnership with clients, building long-term relationships based upon mutual trust and respect.
Since inception the group has continued to enjoy expansion through a combination of organic growth and an ongoing selective programme of acquisitions, leading to a listing on the AIM stock market in 2014. Investments under management have increased to a current figure of around 2.2 billion pounds.
There are presently in excess of 150 Financial Advisers located across the United Kingdom, providing whole of market advice to personal and business clients. The advisers are supported by around 250 highly qualified administrative and technical staff based at the head office.
I have enjoyed a career as a financial services professional for over 30 years, and I remain based in the Bournemouth area with a geographical area of coverage including Dorset, Hampshire and Wiltshire where I provide a face to face service to clients at a time and location suitable to each individual.

Our services

We take time to understand our clients thoroughly. This helps us to ascertain the aims and aspirations that they may have individually, for their wider family or their own business. This in turn allows us to tailor bespoke solutions to the financial needs that may arise at any point in their life.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

AFH Wealth Management Ltd are Authorised and Regulated by the Financial Conduct Authority (Reg. No.216704)

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