FCA verified
24th July 2017

AFH Wealth Management

Independent Financial Adviser 14 Byron Court, Berkshire, Windsor, SL4 4PU
A Chartered financial planner with my success built by maintaining and developing long-term relationships with clients
We can advise you on
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
Meet our advisers
adviser-person
Ian Fleming
Where to find us
About us

Founded in 1990 AFH is a leading Independent Financial Advisory ("IFA") and Discretionary Wealth Management firm. With over 150 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 £1bn.

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

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000

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