1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. South West
  6. breadcrumbs-arrow
  7. Gloucestershire
  8. breadcrumbs-arrow
  9. Willersey
  10. breadcrumbs-arrow
  11. AFH Wealth Management LTD

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
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Lump sum
check
Estate planning
check
Taxation planning
check
Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone 08000 549036
check
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
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone 08000 549036
check
FCA authorised
Last authorised 30th March 2020

Similar advisers near you

Aspirations Financial Advice Ltd
Independent Financial Adviser 4.22 mi
Will travel to meet you. I am a Pension Transfer Specialist & Investment Manager.
 
See profile
Future Perfect Financial Solutions
Restricted - whole of market 6.67 mi
Very few people wake up in the morning yearning for Financial Advice - I fully understand that. That's why I make the effort to make the process as painless and simple as possible. Every interaction is tailored to you as an individual to make you as comfortable as I am able when addressing your finances, perhaps for the very first time.
 
See profile
Beanland Financial Services Ltd
Independent Financial Adviser 9.73 mi
We aim to deliver quality advice in a welcoming environment, where our ethos revolves around trust.
 
See profile
Charters Private Wealth
Independent Financial Adviser 11.25 mi
Are you finding the task of managing your finances daunting? If the answer is yes, we can take the worry out of your life, keep things simple, and give you assurances about your financial future. CONTACT US WITHOUT DELAY.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.