Neil Roberts - AFH Wealth Management

Independent Financial Adviser  Belgrave Road, Darwen, Lancashire, BB3 2SF
FCA authorised
Last authorised 13th September 2021
I offer a professional yet personal financial planning service, built on trust, experience and transparency.
We can advise you on
Annuity purchase
Pension consolidation
Pension drawdown
Pensions & retirement planning
Pensions transfer
Wealth management
ISA / Unit Trusts / OEICs
Lump sum
Regular savings
Critical illness
Income protection insurance
Life insurance
Meet our advisers
Mr Neil Roberts
About us

I am an Independent Financial Adviser at AFH Wealth Management providing transparent and independent advice. With over 20 years' experience within the financial services sector, I am passionate about helping my clients and their families achieve their financial aspirations. I look to build and maintain long-term trusted relationships with my clients, both old and new.

I started out working for Nationwide Building Society where I obtained my Diploma for Financial Advisers with The London Institute of Banking & Finance before moving to Prudential and then Aviva. I have continued to study over the years across key financial planning areas with the Chartered Insurance Institute.

Given AFH Wealth Management's independent status, I can access the whole of the market to achieve the most suitable outcome for clients whilst using the company's size to obtain competitive charges not available to the majority of smaller firms.

At AFH, we take a holistic approach to wealth management that puts the client first. We call this approach "financial planning-led wealth management" and it has helped us to become one of the UK's leading independent financial advisory and wealth management firms.

Our services

I specialise in offering expert advice in a wide range of areas, including pensions and retirement planning, investments, inheritance tax & protection planning.

Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Advice methods
  • phoneButton
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

Belgrave Road, Darwen, Lancashire, BB3 2SF

Similar advisers near you

Independent Financial Adviser 3.58 mi
Banks Wealth Management normally conduct meetings face to face at our offices. However, we have always offered remote meetings using telephone, Skype or zoom along with other methods of ‘getting together.’ Give us a call to arrange something convenient.
Independent Financial Adviser 3.95 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
Independent Financial Adviser 4.78 mi
Expert Holistic Financial Planners.
Restricted - whole of market 5.91 mi
Plain speaking advice for all your pension, investment, mortgage and protection needs