Response rating
9.4/10
FCA verified
11th December 2017

AFH Wealth Management LTD

Independent Financial Adviser 57 Green Meadow Road, West Midlands, Birmingham, B29 4DD
First meeting at adviser's own cost
Take control of your pensions and investments with a free face to face meeting, discuss your options with independent advice.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Traded endowment policies
    • Unit trusts
    • Buy to let
    • Commercial for individuals
    • Equity release
    • Home reversion
    • Remortgage
    • Residential
    • Self build
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Stephen Gilbert
Senior Financial Consultant
Accreditations
Certified Financial Planner
What our clients say
I would like to thank Stephen for taking the time to work with me in consolidating all my pensions. I now only have a single pension which is far easier to manage and can take what I wish from the funds to suit my needs.
Dr M Potter, Worcester
Thank you Stephen, you really helped me understand what I needed to do so I could start to address my Inheritance Tax problem. Feel a lot happier now this has been sorted out and looking forward to seeing you soon for the review. Mrs N Williams
Mrs Nicole Williams, Bromsgrove
Having received my pension details I really didn't know what to do. I wanted the tax free cash but I wasn't at all sure what to do with the rest of the money. Stephen made the process really simple to understand, talked me through all the options and gave me a very clear decision on what he thought I should do.
Ian Tilley, Birmingham
Where to find us
About 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.

Our services

We are more than happy to provide advice to our clients on any single area of their financial future, but our holistic, end-to-end, approach will assure you of properly thought-out planning and management you may struggle to find elsewhere

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

AFH Wealth Management Ltd are Authorised and Regulated by the Financial Conduct Authority (Reg. No.216704)

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