AFH Wealth Management LTD

Independent Financial Adviser  28 Collin Close, BROADWAY, WR12 7PP
First meeting at adviser's own cost
About Us AFH is a leading Independent Financial Advisory and Discretionary Wealth Management firm. Headquartered in Bromsgrove, founded in 1990 and one of the largest, totally Independent, directly (FCA) authorised firms in the West Midlands.
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
9.0/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
MR 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

About us

Gary Taylor has over 35 years Financial Services experience and has worked as a Financial adviser for over 25 years, the majority of which time has been as an IFA and for the last 15 years as an IFA with AFH.
He has private and corporate clients all over the UK, but predominantly in the Midlands and home counties areas.

Where to find us
Head office address: 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
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 26th July 2021

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