AFH Wealth Management

Independent Financial Adviser  19 Fothersway Close, Worcester, Worcestershire, WR1 1NQ
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FCA authorised
Last authorised 10th August 2020
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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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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National savings
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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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Corporate pension
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Employee benefits
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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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Long term care
Meet our advisers
Stuart McDarby
Independent Senior Financial Consultant
About us

AFH Wealth Management's roots were laid back in 1990, when Chartered Financial Planner Alan Hudson founded the community in Bromsgrove, Worcestershire. Over the past few decades, AFH has grown from these firm foundations to become one of the UK’s largest Independent advisory firms.

The firm has over 150 qualified advisers with over 250 back office support staff and our independence means our focus is firmly on providing our members with the best solutions to execute their financial plan. We try to provide maximum choice across the whole market at the most competitive price. We also innovate to deliver options that our competitors simply don’t have access to or the resource to get the best out of.

I have had the privilege to provide professional financial advice to my client for over 24 years. This privilege has enabled me to meet a vast array of people all of whom have had very different individual needs and Requirements.

I pride myself in offering genuine impartial financial advice, in a friendly and professional manner, ensuring that the client’s need and requirements are at the heart of any recommendation that I may make.

Our services

I specialise in offering personal expert advice in a wide range of areas to both individual and business clients, these include:

• Individual Protection, Life Cover & Family Protection
• Discretionary & Advisory Investment Management
• Tax Efficient Investment Solutions
• Pension & Retirement Options
• Inheritance Tax Planning.
• Business protection & succession planning
• Corporate solutions

Looking after clients is of paramount importance to me and I pride myself on having a strong on-going relationship with my clients.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

19 Fothersway Close, Badsey, EVESHAM, WR11 7FA

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