AFH Wealth Management LTD

Independent Yewbank, Howard street, Penrith, Cumbria, CA11 9DN
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
21st October 2019
I have particular expertise in Retirement Planning, Inheritance Tax Solutions, long term Investments and provide regular on-going reviews.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group protection
    • Stockbroking services
    • Long term care
Meet our advisers
David Taylor BSc(Hons) DipPFS
Independent Financial Advisor
Where to find us

Yewbank, Howard street, Penrith, Cumbria, CA11 9DN

Make an enquiry
About us

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.

Our services

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0