AFH Wealth Management LTD

Independent Financial Adviser  4 The Laurels, Poulton le fylde, Lancashire, FY6 7HX
First meeting at adviser's own cost
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
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Annuity purchase
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Auto enrolment
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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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Building your home
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Buy to let
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
9.0/10
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FCA authorised
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.
Mr. & Mrs. Davies, Preston
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.
Mrs. Ashworth, Preston
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.
Miss T. Tugwel, Preston
"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."
Mr. D. Monks, Thornton-Cleveleys
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
Mr J. Crosbi, Carlisle
About us

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.

Our services

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

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Advice methods
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    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 24th February 2020

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