AFH Wealth Management LTD

Independent Financial Adviser 5 Herbert Road, West Midlands, Smethwick, B67 5DD
First meeting at adviser's own cost
Response rating
8.3/10
FCA verified
19th November 2018
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
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

5 Herbert Road, West Midlands, Smethwick, B67 5DD

Contact us
About us

Whether you need help in a specific area, or require a more holistic financial plan, your personal goals and objectives are at the heart of everything we do at AFH. If circumstances change, we can adapt your plan to ensure you remain on track, and because we’re independent, we can search the whole of the market to find the products and providers that are right for you.

You may need advice on a one-time basis; would like help handling your own finances; or would rather decisions be made on your behalf – our service is tailored around a client’s individual circumstances.

With teams of in-house specialists, you’re backed by a wealth of skill and experience, while we continue to dedicate ourselves to reducing fees by cutting third-party costs.

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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