AFH Wealth Management

Independent Financial Adviser  Mill Lane, Solihull, B91 3AT
First meeting at adviser's own cost
As a highly experienced, financial services professional, I pride myself in being able to provide a bespoke global investment proposition in a personal and friendly manor, one that is truly independent and built on trusting long term relationships.
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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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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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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Employee benefits
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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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Stockbroking services
Response rating
7.0/10
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FCA authorised
Last authorised 20th June 2022
About us

AFH Private Wealth is a premier wealth management business with an impeccable pedigree. Our parent company, AFH Financial Group PLC, is also home to AFH Wealth Management - the latter offers an extensive range of impartial, unrestricted financial advice and investment management services for businesses and individuals. Listed on AIM, the London Stock Exchange’s international market for growing companies, the group currently has over £5billion of funds under management.

Our services

Whether you're a well-informed investor managing your own investments and in need of specialist advice, or if you're looking for support and a more focused approach to managing your wealth, the AFH Private Wealth offering could be invaluable to future-proofing your finances. Once we understand your financial aspirations and appetite for investment risk, we will create a tailor-made strategy just for you. When all considerations are taken into account and you are happy with the plan we’ll put it into action, with your personal, dedicated client executive, who has access to all that the markets have to offer.

Where to find us
Head office address: Mill Lane, 8 Cherry Street, Solihull, B91 3AT
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    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 20th June 2022

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