AFH Wealth Management

Independent Financial Adviser  Radbrook, Shrewsbury, SY3 6AS
First meeting at adviser's own cost
I offer holistic financial advice with a personal service and an ongoing relationship built on trust. My research is from the whole of the market (as I am an Independent Financial Adviser) so I have no bias to any products or services.
We can advise you on
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Annuity purchase
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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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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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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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Large business
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Life insurance
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Small business
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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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EEA
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Rest of world
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Corporate pension
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Employee benefits
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Group ISA
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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
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Group risk
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Ria Skelton
About us

I'm a fully independent Financial Adviser, with a friendly and professional approach to long term financial advice and planning. I am committed to building lasting relationships with my clients and their families by spending time to understand your goals and deliver peace of mind.
We can work together to create your unique financial plan - be it safeguarding your family's future, investing to achieve your financial aspirations, understanding your inheritance tax situation or ensure a worry-free retirement.

Our services

My expertise spans across a multitude of financial services, including:
Pension and retirement planning
Protection planning (such as family protection, critical illness, income protection and life)
Inheritance tax planning
Savings and investments (tax-efficient solutions, through both discretionary and advisory investment management)

Where to find us
Head office address: Radbrook, Shrewsbury, SY3 6AS
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
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
Compliance

AFH Wealth Management is a trading style of AFH Independent Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register no. 216704. Registered in England and Wales. Company Registration 04049180. (optional if you wish to add that we are FCA regulated).

Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020

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