Dan Chadwick at AFH Wealth Management

Independent Financial Adviser  Bank House, Cherry Street, Birmingham, B2 5AL
First meeting at adviser's own cost
We believe that good financial advice shouldn’t cost the earth, and we are committed to using our position as one of the UK’s largest wealth management firms to provide the best possible service to our clients.
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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Bad credit
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Building your home
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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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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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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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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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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Commercial mortgages
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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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Sharia finance
Adviser unavailable
This adviser is currently out of office and not available for contact
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
Mr Daniel Chadwick
Desk Based IFA

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

About us

I believe the key to being a good Independent Financial Adviser is taking the time to understand my clients' objectives and goals. I can then provide a holistic solution that best suits their situation, along with being by my clients' side throughout all stages of their financial journey. I can ensure my clients and their families are protected if the worst were to happen.

I became a Financial Adviser after seeing a lot of family and friends without one, and the effects this had on their financial wellbeing. Not having the professional guidance in place to help them make the right, financial decisions when it came to important things, such as managing their wealth, taking out the right protection and planning for retirement, became my inspiration for wanting to help others.

Thank you for taking the time to read through my profile, and please feel free to contact me if you have any further questions.

Our services

The areas I specialise in are:
• Retirement Planning - including 'pre-retirement', 'at-retirement' and 'post-retirement'
• Investment and Savings Advice
• Personal Protection & Business Protection
• Mortgages
• Equity Release

Where to find us
Head office address: Bank House, Cherry Street, Birmingham, MK40 3XD
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Adviser unavailable
This adviser is currently out of office and not available for contact
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FCA authorised
Last authorised 26th July 2021

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