AFH wealth management

Independent 4 Ockendon Road, Upminster, Essex, RM14 2DN
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
11th November 2019
Always happy to help with honest, impartial and insightful advice tailored to your own circumstances and financial goals.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Mortgage protection
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Group pensions
    • Group protection
    • Stockbroking services
    • Long term care
Meet our advisers
Simon Evans
Where to find us

4 Ockendon Road, Upminster, Essex, RM14 2DN

Make an enquiry
About us

AFH is one of the largest IFA firms in the UK, with over 300 advisors nationally and with over £5 billion of assets under management.

We believe wholeheartedly in using our size and economy of scale to drive down costs and then pass savings onto you, so you will probably enjoy a better future with us.

We are first and foremost Independent Financial Advisers, looking at your whole financial planning needs with products and services from the whole of the market, ensuring that we build a blueprint for your future financial security and remain by your side throughout.

We offer services to individuals, charities and specialise in helping owner managed businesses so can help take away the financial worries and let you get on with running your business with a trusted AFH partner by your side.

Our services

The AFH approach to financial planning is to deliver a total package of wealth management services, specific and personal to you and your families and your businesses needs.

We do this by listening and understanding what you need and include:

Managing your money day to day.
Preparing for your 'silver age'.
Mastering your tax rate
Protecting your estate after you've gone.
Looking after your loved ones.
Making the most of your mortgages.

All initial meetings are free of charge so please contact me to discuss how you can benefit from our unique approach.

Advice methods
  • phoneButton
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    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value