AFH Wealth Management LTD
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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
-
Financial planning
- Wealth management
-
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
- Payment protection insurance
- Small business
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Business
- Corporate pension
- Employee benefits
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group life insurance
36 Opulus Way, Monmouthshire, Monmouth, NP25 5UW
AFH is a leading Independent Financial Advisory and Discretionary Wealth Management firm. We provide a personal and approachable service through each of our carefully selected professional advisers.
In addition, our size means that we can support a team of in-house investment specialists and technical experts who provide constantly updated information on economic trends and investment options.
Having worked in Financial Services for over 40 years with wide experience and an education background, I have the ability to understand clients' needs and objectives and provide recommendations in a clear and understandable way.
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