AFH Wealth Management Ltd

Independent Financial Adviser  The Farmhouse, Dunblane, Stirling and falkirk, FK15 0LL
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FCA authorised
Last authorised 30th March 2020
Chartered Financial Planner access to in-house Discretionary Fund Management and stockbroking. Particular expertise in investments, pensions, insurance and mortgages.
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection 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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Stockbroking services
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Long term care
Meet our advisers
Rosemary Hunter APFS CertsCII (MP+ER)
Chartered Financial Planner
About us

AFH Wealth Management are wholly independent, having no links with the life offices or insurance companies, but access to the whole of the market and therefore are truely independent . We have an excellent service proposition on both an advisory and discretionary basis and look to satisfy the clients particular needs.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£0
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

The Farmhouse, Dykedale Farm, Dunblane, Perthshire, FK15 0LL

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