AFH Wealth Management LTD

Independent Financial Adviser  28 Collin Close, Willersey, Gloucestershire, WR12 7PP
First meeting at adviser's own cost
We can advise you on
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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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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Lump sum
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Estate planning
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Taxation planning
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 30th March 2020
Meet our advisers
Gary Taylor DipFA CelTCI
Independent Financial Adviser

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

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

Where to find us

28 Collin Close, Willersey, BROADWAY, WR12 7PP

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
10/10
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FCA authorised
Last authorised 30th March 2020

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