AFH wealth management

Independent 7 Summerlands, Somerset, Yeovil, BA21 3AL
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
11th November 2019
I am passionate about my work and I care about my clients. I have over 25 years experience providing financial advice on pensions, investments, long term care and lifetime mortgages
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
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Stockbroking services
    • Long term care
Meet our advisers
Robert Shire
Independent Financial Adviser
Where to find us

7 Summerlands, Somerset, Yeovil, BA21 3AL

Make an enquiry
About us

With almost 30 years’ of experience and more than 200 advisers across the UK, AFH Wealth Management is an independent financial planning and wealth management firm who believe an effective financial plan can help you to make the most of your money.

AFH offers both an advisory and discretionary fund management service, one of the few adviser firms in the UK authorised to do so. Our discretionary fund service, provided via AFH Direct*1, has received a 5-star rating by Defaqto2. We advise on a range of different services including retirement planning, inheritance tax planning, investments, protection planning, business solutions and mortgage advice3.

Our independent financial advisers are supported by a team of investment and research specialists to ensure you receive the best solutions on the market for your circumstances.

Our services

True to our belief that good financial advice shouldn’t cost the earth, we have removed platform fees for clients who switch to using the AFH platform.

We believe that it is this client-focused approach that has helped us to grow alongside our values of transparency, integrity, trust and respect being at the core of AFH.

1 “AFH Direct” is a trading style of AFH Independent Financial Services Limited and refers to the bringing together of the separate services of safe custody of assets, execution and settlement of transactions in a wide range of collective investments and direct securities

2 Professional advice required to determine suitability.

3Your home may be repossessed if you do not keep up repayments on your mortgage.

AFH Wealth Management is a trading style of AFH Independent Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.

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