AFH Wealth Management LTD

Independent Financial Adviser Unit G37b, Market Walk, Wakefield, West Yorks, WF1 1QR
First meeting at adviser's own cost
Response rating
9.2 /10
FCA verified
9th December 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Bad credit
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group life insurance
Meet our advisers
Andrew Brown
Independent Financial adviser
Where to find us

Unit G37b, Market Walk, Wakefield, West Yorks, WF1 1QR

Make an enquiry
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 .

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000

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