AFH Wealth Management
15th October 2018
We can advise you on
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Financial planning
- Wealth management
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Business
- 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
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Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Meet our advisers
Gareth Rees Smith
Where to find us
AFH House, Buntsford Drive, Worcestershire, B60 4JE
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We provide Independent Financial Advice, where the client comes first. Our aim is to guide clients towards financial security.
Financial Planning experts in bespoke solutions for Individual and Corporates, expert Pension Freedom Advice, and Wealth Management.
A highly respected Chartered Financial Planning Practice with over 20 years industry experience offering quality personalised advice tailored to individuals.
Based in Droitwich covering Worcestershire, we are Specialists in pensions and investment planning. Your Initial meeting is at no cost.
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