AFH Wealth Management

Independent Financial Adviser  Adelphi Mill, Macclesfield, SK10 5JB
check
FCA authorised
Last authorised 2nd August 2021
Trusted & Friendly Independent Financial Adviser. Member of The London Institute of Banking & Finance.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buying first home
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Estate planning
check
Corporate pension
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Stockbroking services
Meet our advisers
MR Thomas Dalton
Independent Financial Adviser
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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

Adelphi Mill, Grimshaw Lane, Macclesfield, SK10 5JB

Similar advisers near you

Independent Financial Adviser 0 mi
We are a firm of Chartered, Independent Financial Planners, specialising in working with business owners, company directors and senior executives.
 
Restricted - whole of market 0.33 mi
Our aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services clients can have access to easily monitor and take control of their futures.
 
Restricted - whole of market 0.46 mi
Chartered Financial Adviser specialising in Pension advice for all types of pensions including Final Salary Pension Transfers
 
Restricted - whole of market 0.88 mi
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice and Protection.