AFH Wealth Management LTD
19th August 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
Make an enquirySimilar advisers near you
Will travel to meet you. I am a Pension Transfer Specialist & Investment Manager.
We aim to deliver quality advice in a welcoming environment, where our ethos revolves around trust.
*TOP RATED - MICHAEL HAS QUALIFIED FOR VOUCHEDFOR'S 2019 GUIDE TO THE UK'S TOP RATED FINANCIAL ADVISERS IN THE UK*
Independent, experienced and highly qualified chartered financial planners who offer a non-obligation financial consultation.
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