AFH Wealth Management LTD
18th November 2019
We can advise you on
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Pensions & retirement
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Financial planning
- Wealth management
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Investments
- ISAs
- Investing for income
- OEICs
-
Savings
- Lump sum
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Tax & trust planning
- Estate planning
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Long Term Care
- Long term care
Meet our advisers
Gary Taylor DipFA CelTCI
Independent Financial Adviser
Qualifications & Accreditations
CeLTCI - Certificate in Long-Term Care Insurance (LIBF)
This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.
DipFA - Diploma for Financial Advisers (LIBF)
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
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