7 Summerlands, Somerset, Yeovil, BA21 3ALMake an enquiry
With almost 30 years’ of experience and more than 200 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.
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.
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