AFH wealth management

Independent Financial Adviser 4 Ockendon Road, Upminster, Essex, RM14 2DN
First meeting at adviser's own cost
Response rating
FCA verified
20th May 2019
Always happy to help with honest, impartial and insightful advice tailored to your own circumstances and financial goals.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • EEA
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Mortgage protection
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
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
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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