AFH Wealth Management

Independent Europa House, Bury, BL9 5BT
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
11th November 2019
Trusted & Friendly Independent Financial Adviser. Member of the London Institute of Banking and Finance.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying commercial property
    • Buying first home
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Commercial mortgages
    • Group pensions
    • Group protection
    • Stockbroking services
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

Europa House, Bury, BL9 5BT

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. '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.

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