AFH Wealth Management LTD

Independent Financial Adviser Precentor's Ct, York, Yorkshire, YO1 7EJ
First meeting at adviser's own cost
Response rating
9.2/10
FCA verified
12th November 2018
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
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • First time buyers
    • Flexible
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Andrew Brown
Independent Financial adviser
Where to find us

Precentor's Ct, York, Yorkshire, YO1 7EJ

Contact us
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)
£0
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

AFH Wealth Management are Authorised and Regulated by the Financial Conduct Authority (Reg 216704)

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