AFH Wealth Management

Independent Financial Adviser  40 Coton Hill, Shrewsbury, Shropshire, SY1 2DY
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FCA authorised
Last authorised 10th February 2020
I have been a financial adviser since 1997 having previous worked in Bank assurance for many years.
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 & 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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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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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
Meet our advisers
James Edge DipFa
Independent Financial Advisor
About us

AFH started in business in 1990, when Chartered Financial Planner Alan Hudson founded the company in Bromsgrove, Worcestershire. Over the past few decades, AFH has become one of the UK's biggest IFAs, and this success is a direct result of our pioneering approach to wealth management.
Indeed, we have been described as the future of wealth management in the UK.

Our services

I can offer advice on Protecting your family, Retirement planning, savings and Investment and Inheritance tax planning.
Our process is to meet you and help you understand AFH as a company, I get to know yourself and your financial objectives and aspirations. I will then formulate an agenda to discuss. If you are happy with everything i would process a bespoke financial plan and put the plans into action for you. Most importantly, then monitor and evaluate your plan.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Face to face

40 Coton Hill, Shropshire, Shrewsbury, SY1 2DY

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