Neil Roberts - AFH Wealth Management

Independent Financial Adviser  Belgrave Road, Darwen, Lancashire, BB3 2SF
First meeting at adviser's own cost
I offer a professional yet personal financial planning service, built on trust, experience and transparency.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & retirement planning
check
Pensions transfer
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Lump sum
check
Regular savings
check
Critical illness
check
Income protection insurance
check
Life insurance
Response rating
7.0/10
check
FCA authorised
Last authorised 14th June 2021
Meet our advisers
Mr Neil Roberts

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

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.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

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

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

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.

Where to find us
Head office address: Belgrave Road, Darwen, Lancashire, BB3 2SF
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 14th June 2021

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 4.76 mi
Come and find out what great advice and customer service feels like. Initial consultation at my own cost.
 
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