David Browne at AFH Wealth Management

Independent Financial Adviser  Wood View Court, Norwich, Norfolk, NR5 0HR
First meeting at adviser's own cost
I'm a fully independent Financial Adviser, with a friendly and professional approach to long term financial advice and planning.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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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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Accident & sickness
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Critical illness
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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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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 risk
Response rating
7.0/10
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FCA authorised
Last authorised 10th May 2021
Meet our advisers
Mr David Browne DipPFS
Independent financial adviser

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

At the end of this unit, candidates should be able to demonstrate their ability to apply and evaluate the supervision principles and practices in a retail financial services business

This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement

About us

I am a qualified Independent Financial Adviser, part of the AFH Wealth Management team. I have been working in Financial Services for over 13 years and I pride myself on ensuring my clients are at the heart of everything I do. I take the time to get to know my client and their circumstances to ensure that they are getting the right advice, taking into careful consideration their current and future objectives.

I am based in Norfolk however my client bank is distributed across the whole of the UK and I am available for telephone or Microsoft Teams / Skype appointments. Thank you for taking the time to read my profile and I look forward to hearing from you soon.

Our services

My areas of expertise include investments and pensions (both pre- and post-retirement) and inheritance tax planning. I also offer both business and personal protection services, to ensure my clients are protected if the worst were to happen.

Where to find us
Head office address: Wood View Court, New Costessey, Norwich, Norfolk, NR5 0HR
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
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
7.0/10
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FCA authorised
Last authorised 10th May 2021

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