Neil Roberts - AFH Wealth Management

Independent Financial Adviser  Belgrave Road, Darwen, Lancashire, BB3 2SF
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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
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions transfer
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Wealth management
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ISA / Unit Trusts / OEICs
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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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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)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Belgrave Road, Darwen, Lancashire, BB3 2SF

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