AFH Wealth Management

Independent Financial Adviser 26 Ironstone Close, St George's, Telford, Shropshire, TF2 9PH
First meeting at adviser's own cost
Response rating
10/10
FCA verified
21st January 2019
Chartered Financial Planner providing friendly, impartial, Independent Financial Advice to help Individual and Corporate clients achieve their financial goals.
We can advise you on
    • Corporate pension
    • 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
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Long term care
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • EEA
Meet our advisers
Nicholas Davies FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
I wanted to have a review of my ISA's and savings. The bank didn't have anybody to speak too. So I contacted Nick as he was independent and could recommend from the best products on the market. Nick gave me a better understanding of the products available and the risks associated with the different types of investments. Thank to Nick I am now receiving a better return on my ISA's than before and I am adding to it. Very happy with the service offered.
Abigail H, Telford
I needed advice around the transfer of an old defined benefit company pension. Nick spent a couple of hours with me getting to know my full circumstances and my future aspirations. He took the time to contact my former scheme and two other smaller defined contribution plans that I held from many years ago. Nick considered carefully if a transfer was appropriate and made a recommendation to leave one plan as it was. I was fully informed of progress at every stage of the review. As a direct result of Nicks advice, I am know more confident with the pension planning I have. I understand the types of contract on the market and the benefits of each for me. I have been able to release some funds without a tax charge and leave other funds invested for future retirement income. His recommendations were all seen through to a satisfactory conclusion and I have recommended his service to a work colleague.
Philip S, Lawley
Where to find us

26 Ironstone Close, St George's, Telford, Shropshire, TF2 9PH

Contact us
About us

With over 25 years of experience and more than 160 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 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.

Our services

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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