AFH Wealth Management

Independent 14 Byron Court, Berkshire, Windsor, SL4 4PU
FCA verified
28th October 2019
A Chartered financial planner with my success built by maintaining and developing long-term relationships with clients
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Employee benefits
    • Group protection
Meet our advisers
Ian Fleming
Where to find us

14 Byron Court, Berkshire, Windsor, SL4 4PU

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

Advice methods
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    Online (Live chat, video, email)
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    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value