AFH Wealth Management

Independent Financial Adviser Regus, 5300 Lakeside, CHEADLE, SK8 3GP
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
15th April 2019
Trusted & Friendly Independent Financial Adviser. Member of The London Institute of Banking & Finance.
We can advise you on
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Unit trusts
    • First time buyers
    • Remortgage
    • Residential
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
    • Critical illness
    • Income protection insurance
    • Life insurance
Meet our advisers
Thomas Dalton
Independent Financial Adviser
What our clients say
Due to a recent change in our personal circumstances, we needed to review our financial plans particularly with a view to our retirement. It has been a fantastic experience working with Thomas, who has supported and advised us and helped us make informed decisions regarding investments. Thomas clearly understood our personal circumstances, and gave us professional, evidence based advice leading to a number of options for us to consider. It was great to work with someone who has such a wide depth of knowledge and from the moment we first met gave us great confidence with regard to the advice he gave. It was also good to deal with someone with a great sense of humour and a smile on his face, particularly when financial discussions can often be a little dull!
Debbie, Lancashire
Where to find us

Regus, 5300 Lakeside, CHEADLE, SK8 3GP

Make an enquiry
About us

At AFH, we believe that successfully growing your wealth has to begin with an effective financial plan – that’s why we’ve combined the two disciplines in an end-to-end holistic service that we, unsurprisingly, call “financial-planning-led wealth management”. Our approach is simple: we provide a professionally qualified financial adviser to understand you and your financial needs and objectives. AFH advisers are financial planning specialists who will prioritise and create your comprehensive financial plan. We understand how important it is to ensure your money grows and maintains its buying power. Few advisory businesses have access to the necessary specialists in-house, and instead outsource which can make it expensive for clients. Our advisers are backed by our in-house team of investment professionals whose sole objective is to ensure your success.

Our services

Our goal is to offer truly independent financial advice to clients and to provide a highly personal & professional service.

We work closely with our clients, to remove financial services jargon and deliver clear, understandable and honest financial planning advice.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000

Similar advisers near you

Independent Financial Adviser 0.27 mi
Specialist advice relating to all types of Pensions, including Defined Benefit & Final Salary Schemes.
 
Independent Financial Adviser 0.9 mi
We specialise in helping clients make the best use of their pensions & Investments.
 
Independent Financial Adviser 0.93 mi
Our passion is quality advice and ensuring we find solutions at the lowest cost for the client
 
Independent Financial Adviser 0.93 mi
We pride ourselves on keeping advice simple and easy to understand.