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
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.
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 .
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).
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