Yewbank, Howard street, Penrith, Cumbria, CA11 9DNMake an enquiry
AFH is an Independent Financial Advisory (‘IFA’) and Discretionary Wealth Management firm. We advise both individual and corporate clients across a broad spectrum of financial concerns. We firmly believe in a professional and friendly approach. We understand how important it is to ensure your money grows and maintains its buying power. Few advisory businesses have access to the necessary specialists in-house, and instead outsource which can make it expensive for you. Our advisers are backed by our in-house team of investment professionals whose sole objective is to ensure your success. I pride myself on offering genuinely impartial financial advice, in a friendly and professional manner.
All clients receive an initial consultation to discuss how we can work together; it's vitally important that you feel you can trust your adviser and we can work together over the long term. I take my time to fully understand your situation, to review any existing policies and present a very thorough analysis of my findings with a precise recommendation on how I think you should proceed. I have particular expertise in Retirement Planning, Inheritance Tax Solutions, long term Investments and provide regular on-going reviews to ensure your financial goals remain on track.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.