AFH Wealth Management

Independent Financial Adviser 41 Well Orchard, Bamber Bridge, Lancashire, Preston, PR5 8HJ
First meeting at adviser's own cost
Response rating
9.3/10
FCA verified
12th November 2018
Independent Financial Adviser and a member of The London Institute of Banking & Finance.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Buy to let
    • Commercial for individuals
    • First time buyers
    • High loan to value
    • Remortgage
    • Residential
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
Meet our advisers
Thomas Dalton
Independent Financial Adviser
Where to find us

41 Well Orchard, Bamber Bridge, Lancashire, Preston, PR5 8HJ

Contact us
About us

At AFH, we believe that successfully growing your wealth has to begin with an effective financial plan – that’s why we’ve combined the two disciplines in an end-to-end holistic service that we, unsurprisingly, call “financial-planning-led wealth management”.

Our approach is simple: we provide a professionally qualified financial adviser to understand you and your financial needs and objectives. AFH advisers are financial planning specialists who will prioritise and create your comprehensive financial plan.

We understand how important it is to ensure your money grows and maintains its buying power. Few advisory businesses have access to the necessary specialists in-house, and instead outsource which can make it expensive for clients. Our advisers are backed by our in-house team of investment professionals whose sole objective is to ensure your success.

Our services

Our goal is to offer truly independent financial advice to clients and to provide a highly personal & professional service.

We work closely with our clients, to remove financial services jargon and deliver clear, understandable and honest financial planning advice.

Whatever your financial planning goals are, seeking independent financial advice is a step to a clearer future.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£125,000
Compliance

AFH Wealth Management Ltd are Authorised and Regulated by the Financial Conduct Authority (Reg. No.216704)

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