AFH Wealth Management LTD

Independent Financial Adviser  Yewbank, Kendal, Cumbria, LA9 4BH
First meeting at adviser's own cost
I have particular expertise in Retirement Planning, Inheritance Tax Solutions, long term Investments and provide regular on-going reviews.
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 & 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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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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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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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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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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Corporate pension
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Employee benefits
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Group ISA
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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
Response rating
9.4/10
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FCA authorised
Last authorised 6th July 2020
Meet our advisers
David Taylor BSc(Hons) DipPFS
Independent Financial Advisor
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.

Where to find us
Head office address: Yewbank, Howard street, Penrith, Cumbria, CA11 9DN
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.4/10
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FCA authorised
Last authorised 6th July 2020

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