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 am based in Birmingham and have clients throughout the Midlands. Appointments usually take place where it's most convenient for clients (home, work, our offices or nearby locations of their choosing.)
All clients receive an initial consultation to discuss their needs, goals and how we can work together. It is crucial to understand clients needs from the outset, so that trust can built in order to develop long term working relationships.
I specialise in offering 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 Savings & Investment Solutions
• Pension & Retirement Options
• Inheritance Tax Planning
• Mortgage advice
• Business protection & succession planning
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