AFH Wealth Management

Independent Financial Adviser  7 Summerlands, Yeovil, Somerset, BA21 4BX
First meeting at adviser's own cost
I am passionate about my work and I care about my clients. I have over 25 years experience providing financial advice on pensions, investments, long term care and lifetime mortgages
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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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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National savings
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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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Large business
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Life insurance
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Small business
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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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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
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Group risk
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Stockbroking services
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Robert Shire
Independent Financial Adviser

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

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.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

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 examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

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.

About us

With almost 30 years’ of experience and more than 250 advisers across the UK, AFH Wealth Management is an independent financial planning and wealth management firm who believe an effective financial plan can help you to make the most of your money.

AFH offers both an advisory and discretionary fund management service, one of the few adviser firms in the UK authorised to do so. Our discretionary fund service, provided via AFH Direct*1, has received a 5-star rating by Defaqto2. We advise on a range of different services including retirement planning, inheritance tax planning, investments, protection planning, business solutions and mortgage advice3.

Our independent financial advisers are supported by a team of investment and research specialists to ensure you receive the best solutions on the market for your circumstances. True to our belief that good financial advice shouldn’t cost the earth, we have removed platform fees for clients who switch to using the AFH platform.

Our services

We believe that it is this client-focused approach that has helped us to grow alongside our values of transparency, integrity, trust and respect being at the core of AFH.

1 “AFH Direct” is a trading style of AFH Independent Financial Services Limited and refers to the bringing together of the separate services of safe custody of assets, execution and settlement of transactions in a wide range of collective investments and direct securities

2 Professional advice required to determine suitability.
3Your home may be repossessed if you do not keep up repayments on your mortgage.


AFH Wealth Management is a trading style of AFH Independent Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.

Where to find us
Head office address: 7 Summerlands, Somerset, Yeovil, BA21 3AL
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 25th May 2020

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