AFH Wealth Management

Independent Financial Adviser  Millbrook Business Park, Rainford, Merseyside, WA11 8LZ
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
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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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Buy my next home
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Buy to let
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Buying commercial property
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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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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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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Commercial mortgages
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Corporate pension
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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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Stockbroking services
Response rating
9.0/10
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FCA authorised
Last authorised 19th October 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.

Whatever your financial planning goals are, seeking independent financial advice is a step to a clearer future.

Where to find us
Head office address: Millbrook Business Park, St Helens, WA11 8LZ
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 19th October 2020

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