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  11. AFH Wealth Management

AFH Wealth Management

Independent Financial Adviser  The Old Rectory, Worcester, WR7 4QA
First meeting at adviser's own cost
I pride myself on offering genuinely impartial financial advice, in a friendly and professional manner. And I'm Chartered!
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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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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Income protection insurance
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Life insurance
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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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Corporate pension
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Group Pension/Stakeholder
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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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Long term care
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Response rating
9.0/10
phone Show number
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FCA authorised
Last authorised 22nd November 2021
Meet our advisers
MR Clive Strange FPFS
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

This exam accesses understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.

Accreditations
Chartered financial planner - individual adviser accreditation
What our clients say
Thank you for being so understanding. Your service has been absolutely fantastic. I've recommended you personally to quite a few colleagues.
Michael Bennett, Birmingham
I was recommended to use Clive by a friend who had previously worked with Clive on their first house purchase. I am now just about to go through my second house move in under 18 months and have used Clive to help me with my mortgage on both occasions. Clive makes applying for the mortgage so easy and takes away all the hassle that comes with searching for the best deal and going through the application. Clive takes the time to understand my circumstances and what is best for me at the time. Not to mention he is also available day and night and is really so helpful with any questions I have whether mortgage related or not. Clive is a pleasure to work with and I wouldn’t hesitate in recommending him to any of my friends or family.
Amy Beasley, Tamworth
Our family has been with this company for over 15yrs; we have always received excellent financial advice especially Clive and Phil who are the representatives that are dealing with our family needs. Would not hesitate to recommend them for any money advice you may require. Always a friendly, helpful voice on the other end of the phone or in person if need be; will put your mind at rest about money matters you have.
Tina Church, Marlow
Always had great, prompt, helpful service with AFH.
David Meakin, Worcester
We have had an excellent service, excellent advice and a ‘rewarding’ experience form AFH and Clive Strange, our personal Finance Adviser over many years and through some decisive moments in our financial lives. Always straightforward, prompt, professional and clear. We can’t fault the company and are grateful for their regular updates on how our investments are doing. Five stars, definitely!
Pamela Adams, Abingdon
I have been a client of AFH since the group took over all the clients of my previous financial adviser, Robert Magee. In that time Clive Strange has dealt with my account. I am writing this to applaud the great service I have had from Clive over the last 7 or 8 years (it’s a pity people only complain and never praise – in fact this is my first time of praising a service I’ve received). Clive has been straightforward in giving my company, myself and my wife (Mary) financial advice. I have never doubted that his advice was in my best interest (as opposed to that of the adviser) and I have usually (although not always) acted on his advice. In the current political and financial climate of spin, miss-selling, fake news and self interest his approach is very welcome indeed. He knows his subject, has tremendous gravitas, is honest and transparent. A real asset for AFH!
Noel Stauton, Seaview
AFH are always so helpful and willing to help when I ask, as a family member representing another I would admit to knowing very little but Clive in particular has always been so generous with his expert advice; would highly recommend to anyone.
Debbie Baker, Worcester
Good to talk with you today and a very big thank you for your professional care and attention. I am delighted with my investment progress and long may it last!
Lorna Hollis, Chipping Campden
We have had the pleasure of Clive from AFH giving us advise on our investments for the past 10 years . He has helped us in investing our nest egg and producing a tax efficient income , with clear jargon free help and low on going costs.
Richard Spoors, Leominster
My wife and I have used Clive Strange as our only financial advisor for approximately 10 years. He is a very professional person with fantastic knowledge of the packages available from AFH. We have always found Clive very courteous, patient and a good friend. The returns from our investments from AFH have been more than satisfactory, particularly because Clive goes that extra mile. In summary, we are more than happy to recommend AFH as a financial advisor. In our view, Clive is an excellent asset for AFH.
John Brown, Worcester
Excellent personal service from Clive Strange at AFH, can’t fault the prompt & professional job he did from start to finish. Highly recommend.
Caroline Bird, Worcester
I'm impressed with the support I've had from Clive and his colleagues, I've been with AFH a few years now and have always had any questions I've raised answered promptly and in plain English. Despite the current pandemic, the discretionary management team have done an amazing job looking after my investment.
Robert Kirk, Banbury
I always work with Clive Strange because he is brilliant at what he does. He always finds me the best products for mortgages, life insurance, income protection, savings etc. He is always available to provide advice which feels personalised to me and my family needs. I wouldn’t hesitate to recommend Clive and AFH in general.
Andy Nightingale, Didmarton
About us

The AFH Financial Group has a team of Independent Financial Advisers, with headquarters in prestigious offices at AFH House in Bromsgrove. The AFH Group, founded over 25 years ago by Chartered Financial Planner, Alan Hudson has evolved into a company with a culture that focuses on working in partnership with clients and building long-term relationships based on mutual trust and respect.

I am personally based in the Worcester area, but I have clients all over the south half of the country, so distance is not an issue.

AFH works with every product provider in the market place so we will always find you the best possible solution to meet your needs or work with your existing arrangements to make sure they continue to achieve your goals.

I also hold all of the extra qualifications required in order to advise on mortgages, equity release and long-term care.

I have been a Financial Adviser for over 25 years now, and my main areas are Retirement Planning, Investments and Equity Release, although I am fully authorised and experienced in all areas of financial planning.

Our services

All clients receive an initial consultation to discuss how we can work together; it's vitally important that you feel you can trust your adviser and we can work together over the long term.

I take my time to fully understand a client's situation, to review any existing policies and present a very thorough analysis of my findings with a precise recommendation on how I think you should proceed.

I'm now a Chartered Financial Planner, which is the highest level of qualification in our industry, and a Fellow of the Personal Finance Society.

Where to find us
Head office address: The Old Rectory, Bredicot, Worcester, WR7 4QA
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£101,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
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.

Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
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FCA authorised
Last authorised 22nd November 2021

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