AFH is an integrated Independent Financial Advisory (‘IFA’) and Discretionary Wealth Management firm.
Being Independent means that the advice we provide is totally unbiased. We are free to advise on financial products available from all the leading product providers and are therefore not tied to any one company or mortgage lender.
We use advanced computer software and unlike many smaller practices have technical and investment teams to conduct in-depth due diligence on the investments and product providers to select only the very best for our clients.
Our aim is simply to provide strategic financial advice to individuals and corporate clients by offering a personalised service that adopts a holistic approach on all aspects of your finances.
We aim to provide a straight forward plain English financial planning service and are totally focused on long term client relationships, as we believe that this is the most effective way for clients to achieve their financial goals. We are only happy once our clients have become our friends, because that is the way we like to work.
To make our appointment as easy for you as possible, I am happy to meet you in your home, office, or a location local to you.
With a 160+ support team, our infrastructure provides our me with resources that can’t be matched by a smaller practice. I believe I am only as good as the engine that supports me, so AFH have invested time and money into developing a network of in-house investment specialists, technical experts and administrators. Unusually we combine traditional IFA services with Discretionary Investment Management and Stock Broking.
With this support in place, I can help with almost any financial planning need, from personal to business; be it pension, insurance & protection, investment, tax & trust, mortgage, tax planning, and so on.
AFH House, Buntsford Drive, Stoke Heath, Bromsgrove, G12 9HB
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