AFH Wealth Management LTD

Independent Financial Adviser  Regus UK Ltd, Swillington, West yorkshire, LS15 8ZA
First meeting at adviser's own cost
Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years experience.
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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Bad credit
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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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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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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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Critical illness
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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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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
Response rating
9.2/10
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FCA authorised
Last authorised 28th September 2020
Meet our advisers
Andrew Brown
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

At AFH, we believe that successfully growing your wealth has to begin with an effective financial plan – that’s why we’ve combined the two disciplines in an end-end holistic service we, unsurprisingly, call “financial-planning-led wealth management”.

Our approach is simple: we provide a professionally qualified financial adviser to understand you and your financial needs and objectives. AFH advisers are financial planning specialists who will prioritise and create your comprehensive financial plan.

We understand how important it is to ensure your money grows and maintains its buying power. Few advisory businesses have access to the specialists’ in-house team of investment professionals whose sole objectives is to ensure your success.

At AFH you join our “community” where every member shares in our success as we grow. So, whether you are using an old school IFA with a narrow approach, a small advisory firm with limited resources, or a large firm that doesn’t pass on its cost savings you will probably enjoy a better future with us.

Our services

I am a fully qualified financial adviser.

I pride myself in offering genuinely impartial financial advice, in a professional yet friendly and down to earth manner. I aim to make complex financial situations easy and straight forward to understand.

I have particular expertise in Retirement Planning, Inheritance Tax Solutions, long term investments and provide regular ongoing reviews to ensure my clients remain on track to achieve their financial goals.

I believe in building up a solid and consistent long term relationship with my clients.

I offer financial reviews for clients from the comfort of their own home .

Where to find us
Head office address: Regus UK Ltd, 1200 Century Way, Thorpe Park, West Yorkshire, Leeds, LS15 8ZA
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

AFH Wealth Management is a trading style of AFH Independent Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority. <url hidden> . Financial Services Register no. 216704. Registered in England and Wales. Company no. 04049180. Registered Office: AFH House, Buntsford Drive, Stoke Heath, Bromsgrove, Worcestershire, B60 4JE. AFH Independent Financial Services Limited is a wholly-owned subsidiary of AFH Financial Group Plc (company no: 07638831).

Response rating
9.2/10
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FCA authorised
Last authorised 28th September 2020

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