AFH Wealth Management

Independent Financial Adviser  Bank House, Birmingham, West midlands, B2 5AL
First meeting at adviser's own cost
I'm a fully qualified Independent Financial Adviser, with a friendly and professional approach to providing independent and impartial advice.
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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Buying first home
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Traded endowment policies
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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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Healthcare
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Income protection insurance
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Life insurance
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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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Group private medical insurance
Response rating
9.0/10
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FCA authorised
Last authorised 15th January 2020
What our clients say
I wouldn't hesitate to recommend Mandeep after he provided me with concise and easy to understand advice on my pension arrangements. The recommendations were more advantageous than my current plan and Mandeep's professionalism was second to none.
R. Philpotts, Birmingham
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 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.

Our services

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

Where to find us

Bank House, 8 Cherry Street, Birmingham, B2 5AL

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
Response rating
9.0/10
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FCA authorised
Last authorised 15th January 2020

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