AFH Wealth Management

Independent Financial Adviser  14 Byron Court, Windsor, Berkshire, SL4 4PU
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FCA authorised
Last authorised 27th July 2020
A Chartered financial planner with my success built by maintaining and developing long-term relationships with clients
We can advise you on
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Annuity purchase
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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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OEICs
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Offshore 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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Healthcare
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Income protection insurance
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Life insurance
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Estate planning
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Corporate pension
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Employee benefits
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
Ian Fleming
About us

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.

Our services

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

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

14 Byron Court, Berkshire, Windsor, SL4 4PU

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