AFH Wealth Management

Independent Financial Adviser AFH House, Buntsford Drive, Worcestershire, B60 4JE
First meeting at adviser's own cost
Response rating
9.5/10
FCA verified
10th December 2018
We can advise you on
    • Wealth management
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • 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
Meet our advisers
Gareth Rees Smith
Senior Consultant
Where to find us

AFH House, Buntsford Drive, Worcestershire, B60 4JE

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.

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000

Similar advisers near you

Independent Financial Adviser 0.62 mi
Very simply, my objective is to advise you what I would do if I were you, knowing what I know.
 
Independent Financial Adviser 2.73 mi
Independent Financial Advice that you can trust
 
Independent Financial Adviser 2.85 mi
Occupational pension transfer advice. Retirement options. Savings & Investments, Life assurance.
 
Independent Financial Adviser 3.07 mi