AFH Wealth Management LTD
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
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Financial planning
- Wealth management
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Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Large business
- Life insurance
- Small business
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Long term care
- Long term care
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Mortgages
- Buy to let
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Unit 5 Albert Edward House, The Pavilions, Ashton-On-Ribble, Preston, Lancashire, PR2 2YB
Contact us
At AFH, we believe that successfully growing your wealth has to begin with an effective financial plan – that’s why we’ve combined the two disciplines in an end-to-end holistic service that we, unsurprisingly, call “financial-planning-led wealth management”.
Our approach is simple: we provide a professionally qualified financial adviser to understand you and your financial needs and objectives. AFH advisers are financial planning specialists who will prioritise and create your comprehensive financial plan.
We understand how important it is to ensure your money grows and maintains its buying power. Few advisory businesses have access to the necessary specialists in-house, and instead outsource which can make it expensive for clients. Our advisers are backed by our in-house team of investment professionals whose sole objective is to ensure your success.
At AFH you join our “community” where every member shares in our success as we grow. So whether you are using an old school IFA with a narrow approach, a small advisory firm with limited resources, or a large firm that doesn’t pass on its cost savings you will probably enjoy a better future with us.
I am a Chartered Financial Planner and a Fellow of the Personal Finance Society, the highest level of qualification in our industry.
I pride myself on offering genuinely impartial financial advice, in a friendly and professional manner.
I have particular expertise in Retirement Planning, Inheritance Tax Solutions, long term Investments and provide regular ongoing reviews to ensure my clients financial plans remain on track to achieve their goals.
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