AFH Wealth Management

Independent Financial Adviser  Bank House, Smethwick, West midlands, B67 5DD
First meeting at adviser's own cost
As a highly experienced, financial services professionalI, I pride myself in being able to provide a bespoke 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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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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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
9.0/10
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FCA authorised
Last authorised 13th July 2020
Meet our advisers
Stephen Gilbert
Senior Financial Consultant

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

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: Bank House, 8 Cherry Street, Birminghan, B2 5AL
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 13th July 2020

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