AFH Wealth management

Independent Financial Adviser  4a Salisbury Road, Downend and bromley heath, Gloucestershire, BS16 5RA
First meeting at adviser's own cost
I offer local independent financial advice which is thorough, honest and good value for money. With ongoing relationship and management.
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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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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Accident & sickness
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Critical illness
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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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EEA
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Rest of world
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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
Response rating
7.0/10
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FCA authorised
Last authorised 10th February 2020
Meet our advisers
Ellie Hopton CII, BA (Hons)
IFA

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

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 financial services industry, including regulation, legislation and the Code of Ethics.

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

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.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This examination assesses a knowledge and understanding of financial protection plans.

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 exam accesses understanding of the financial services industry including regulation and legislation.

Accreditations
Chartered Financial Planner
What our clients say
I had an accumulated ISA which wasn't getting much return so Ellie helped me decide how to make it work for me. Ellie helped me enormously with her friendly approach & explained everything in a way I could understand. The only way advice could've improved would be if Ellie had been working for herself & not bound by a company which she was working for at the time.
Barbara Johnson, Bristol
I have been with Santander for many years and have invested with them for nearly forty. When I and my wife looked to secure our future we took advice from an Emily Gilbert that was excellent. After Emily left I had many different advisors till I met Ellie. She could see my aims and ambitions, and realising my limited financial experience, took time and patience to ensure that I was fully aware of the risks involved. The outcome was I was extremely satisfied with my portfolio, and am looking forward to a healthy retirement.
Jeremy Cole, Wiltshire
I inherited some money from my Grandparents and was unsure of what to do with the money and what would suit me best in my situation. Ellie really looked into all my different options and advised in what was most appropriate for me individually. Once I made the decision, she then guided me further making sure I got the best deal possible making the whole process and experience stress free. Her knowledge and competence was hugely reassuring and left me confident and happy with my decision.
Samantha Rundle, Bristol
About us

We take a broader approach to a better future

If you believe it is time for fresh thinking on wealth management, your wait is over.

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. Your AFH adviser will be supported by a team of 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.

Your adviser brings these services together and helps deliver understanding and ongoing review which is essential in any planning.

We are more than happy to provide advice to our clients on any single area of their financial future also.

Our services

AFH's CEO Alan Hudson has brought together fantastically well, a workforce of people, who really do care about the client and are committed to doing their best for AFH and AFH's clients.

I have never worked for a company before, who make it their integral mission to drive down charges using their expanding size, and then pass 100% of these cost savings onto the customer.

For this reason, as well as the level of expertise held within a single workforce, I believe AFH are a force to be reckoned with in the Wealth Management sector.

Where to find us

4a Salisbury Road, Downend, Bristol, BS16 5RA

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 10th February 2020

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