Response rating
9.4/10
FCA verified
26th June 2017

AFH Wealth Management LTD

Independent Financial Adviser 57 Green Meadow Road, West Midlands, Birmingham, B29 4DD
First meeting at adviser's own cost
Give your Pensions a free health check, detailed analysis on investment performance, charges & funding shortfalls, provided with no obligation.
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

The AFH Group is a team of Independent Financial Advisers, with headquarters in prestigious offices at AFH House in Bromsgrove. The AFH Group, founded 25 years ago by Chartered Financial Planner, Alan Hudson has evolved into a culture that focuses on working in partnership with clients and building long-term relationships based on mutual trust and respect.

I am personally based in South Birmingham and will happily travel throughout the West Midlands to appointments where it's most convenient for clients inc. home, work or nearby locations of their choosing.

All clients receive an initial consultation to discuss how we can work together, it's vitally important you feel you can trust your adviser and we can work together over the long term.

I take my time to fully understand a clients situation, to review your existing policies and present to you a very thorough analysis of my findings with a precise recommendation on how I think you should proceed.

AFH work with every single provider in the market place so there is never a question of not finding you the best possible solution to meet your needs or working with your existing arrangements to make sure they continue to achieve your goals.

Our services

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 and long term Investments inc. high yielding income plans.

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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