7 Summerlands, Somerset, Yeovil, BA21 3ALMake an enquiry
With over 25 years of experience and more than 150 advisers nationwide, AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms.
Our dedicated teams of in-house specialists include financial analysts, administrators, lawyers and portfolio managers. They are all at hand to support advisers in providing the best possible service, whilst portfolio planning is specifically tailored to meet a client’s individual aims and objectives.
Continued growth means our economy of scale allows us access to reduced fees with third parties, passing the benefits onto our clients. We believe it is this client-focused approach that is the reason for our on-going success. Transparency, integrity, trust and respect are, and always have been, at the core of the AFH community.
AFH offer both an advisory and discretionary fund management service, one of the few advisers in the UK authorised to do so. Within this, services that we offer include; retirement planning, business support, mortgage advice*, protection planning, succession planning* and tax solutions.
*Your home may be repossessed if you do not keep up repayments on your mortgage.
**Some of these areas of advice may not be regulated by the FCA.
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