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  11. AFH Wealth Management

AFH Wealth Management

Independent Financial Adviser  199 Bassaleg Road, Newport, Newport, NP20 3PZ
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FCA authorised
Last authorised 25th January 2021
Clear, Cost Effective, Fully Independent Advice
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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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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Traded endowment policies
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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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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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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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Travel
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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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EEA
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Rest of world
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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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
Meet our advisers
Peter Coleman DipPFs
Independent Financial Advisor
About us

AFH is an integrated Independent Financial Advisory (‘IFA’) and Discretionary Wealth Management firm. With headquarters in Bromsgrove, AFH advises clients across the UK. As one of the largest groups of Independent Financial Advisers, with over 150 qualified Advisers, we offer a wealth of experience across the financial spectrum.

Our services

We aim to provide a straight forward plain English financial planning service and are totally focused on long term client relationships, as we believe that this is the most effective way for clients to achieve their financial goals. We are only happy once our clients have become our friends, because that is the way we like to work.

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

199 Bassaleg Road, Newport, Newport, NP20 3PZ

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