AFH Wealth Management LTD
Chartered Financial Planner providing local, friendly, impartial, Independent Financial Advice to help Individual and Corporate clients achieve their financial goals.
We can advise you on
Pensions & divorce
Pensions & retirement planning
Building your home
Buy to let
Buying first home
High loan to value
Next home / Remortgaging
Right to buy
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
Savings for children
School fees planning
Accident & sickness
Income protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 24th February 2020
Meet our advisers
Gary Hayton FPFS BA (Hons)
Chartered Financial Planner
What our clients say
We needed to invest our savings more ambitiously than with deposits and building societies. Gary directed us to products that have given us growth beyond that of deposit based accounts in line with our risk tolerances, whilst also respecting our ethical preferences.
We met with Gary to discuss getting the most out of our lifelong savings. From day one we have received returns that were beyond our expectations and an excellent ongoing service.
I was fortunate to retire early, through voluntary redundancy and needed advice on how to invest my money wisely. After explaining to Gary my situation, he was very patient, thorough and explained the various options in basic terms, so I understood fully. I arrange twice a year to discuss my circumstances with Gary. He is very pleasant and very professional. Over the last 3 years , the return on my investments has been excellent. I couldn't have asked for a better performance.
"I have received excellent independent advice and information around my pensions from Gary Hayton. He has a friendly approach and explains things in layman terms. He has added significant value to our retirement position and I would not hesitate in recommending Gary to others."
Gary was first class , no false promises , just good ,easy to understand advice , always very polite and friendly, well turned out , punctual and always contactable by phone text or E-mail
At AFH, we believe that successfully growing your wealth has to begin with an effective financial plan – that’s why we’ve combined the two disciplines in an end-to-end holistic service that we, unsurprisingly, call “financial-planning-led wealth management”. Our approach is simple: we provide a professionally qualified financial adviser to understand you and your financial needs and objectives. AFH advisers are financial planning specialists who will prioritise and create your comprehensive financial plan. We understand how important it is to ensure your money grows and maintains its buying power. Few advisory businesses have access to the necessary specialists in-house, and instead outsource which can make it expensive for clients. Our advisers are backed by our in-house team of investment professionals whose sole objective is to ensure your success. At AFH you join our “community” where every member shares in our success as we grow. So whether you are using an old school IFA with a narrow approach, a small advisory firm with limited resources, or a large firm that doesn’t pass on its cost savings you will probably enjoy a better future with us.
I am a Chartered Financial Planner and a Fellow of the Personal Finance Society, the highest level of qualification in our industry.
I pride myself on offering genuinely impartial financial advice, in a friendly and professional manner.
I have particular expertise in Retirement Planning, Inheritance Tax Solutions, long term Investments and provide regular ongoing reviews to ensure my clients financial plans remain on track to achieve their goals.
Where to find us
4 The Laurels, Poulton-le-fylde, FY6 7HX
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
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Online (Live chat, video, email)
Face to face