14 Byron Court, Berkshire, Windsor, SL4 4PU
Founded in 1990 AFH is a leading Independent Financial Advisory ("IFA") and Discretionary Wealth Management firm. With over 155 financial consultants based around the UK we are a public quoted company with shares listed on the AIM, the London Stock Exchange's global market for smaller and growing companies, we have the ticker symbol "AFHP". We also have our own low-cost investment platform with Funds Under Management (FUM) in excess of £2bn.
In recognition of our investment processes and expertise we are 1 of only 20 firms chosen as members of the Adviser Fund Index (AFI) panel, a representative group of the UK's leading financial advice firms, which provides an industry benchmark for advisers to measure their investment performance. We offer the following services:
-Holistic, bespoke financial planning
-Discretionary & Advisory portfolio management
-Planning for (and in) retirement
-Protection (Life cover, Income protection and Critical Illness)
-Post Life planning: Mitigation of Inheritance Tax, Wills, Trust & Probate
-Corporate Solutions: Business Protection, Auto enrolment
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