AFH wealth management

Independent Financial Adviser  4 Ockendon Road, Upminster, Greater london, RM14 2DN
First meeting at adviser's own cost
Always happy to help with honest, impartial and insightful advice tailored to your own circumstances and financial goals.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Corporate pension
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Simon Evans
IFA

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

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.

Where to find us

4 Ockendon Road, Upminster, Essex, RM14 2DN

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 15th January 2020

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