AFH Wealth management

Independent Financial Adviser  4a Salisbury Road, Downend and bromley heath, Gloucestershire, BS16 5RA
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FCA authorised
Last authorised 1st June 2020
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
Meet our advisers
Ellie Hopton CII, BA (Hons)
IFA
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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Adviser unavailable
This adviser is currently out of office and not available for contact

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