AFH Wealth Management LTD

Independent Financial Adviser  AFH House, Bromsgrove, B60 4JE
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FCA authorised
Last authorised 23rd May 2022
I prefer to build long-term relationships and provide holistic advice to fit in with people’s busy lifestyles and changing circumstances.
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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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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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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Socially responsible 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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
Meet our advisers
MR Andrew Conway Ba(Hons), DipPFS, CertsCII (MP & ER)
Independent Financial Adviser
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£101,000
Minimum mortgage value
£251,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

AFH House, Buntsford Drive, Stoke Heath, Bromsgrove, G12 9HB

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