AFH Wealth Management
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
With over 25 years of experience and more than 200 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.
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, protection planning, succession planning and tax solutions.
In addition, AFH also provide comprehensive, independent business support, covering: business protection, corporate pensions, employee benefits, tax solutions, as well as helping you plan an exit strategy when the time comes to leave your business.
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.
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