AFH Wealth Management

Independent Financial Adviser  Europa House, Bury, Greater manchester, BL9 5BT
First meeting at adviser's own cost
Trusted & Friendly Independent Financial Adviser. Member of the London Institute of Banking and Finance.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions review
check
Pensions transfer
check
Buy to let
check
Buying commercial property
check
Buying first home
check
High loan to value
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
Lump sum
check
Regular savings
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Estate planning
check
Commercial mortgages
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Stockbroking services
Response rating
9.5/10
check
FCA authorised
Last authorised 15th January 2020
Meet our advisers
Thomas Dalton
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

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

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. '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).

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.

Where to find us

Europa House, Bury, BL9 5BT

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
Response rating
9.5/10
check
FCA authorised
Last authorised 15th January 2020

Similar advisers near you

Independent Financial Adviser 0 mi
 
 
Restricted - whole of market 0.4 mi
We specialise in providing advice to clients who are deferred members of Final Salary or Defined Benefit pension schemes
 
Restricted - whole of market 0.78 mi
Helping clients with their financial purpose in a friendly approachable way.
 
Independent Financial Adviser 1.87 mi
Our emphasis is firmly on offering straight talking & practical advice, which guides our clients through the complex financial landscape