AFH Wealth Management Ltd

Independent Financial Adviser  A F H Wealth Management Ltd, BROMSGROVE, B60 4JE
First meeting at adviser's own cost
I am an experienced IFA with over 16 years providing tailored solutions to clients after understanding their goals. All done in a relaxed, friendly jargon free manner and with the support of AFH and all the benefits of being part of a national firm.
We can advise you on
check
Annuity purchase
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
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Stockbroking services
Response rating
7.0/10
check
FCA authorised
Last authorised 16th May 2022
Meet our advisers
Mr Simon J Carroll BA (Hons) DipPFS
About us

AFH has around £6 billion of clients' money under management, which means our clients can benefit from the economies of scale brought about by being part of a national advisory business. Thus, reducing standard charges and retail costs which smaller firms cannot.

Our dedicated teams of in-house specialists include financial analysts, administrators and portfolio managers. They are all at hand to support advisers in providing the best possible service, whilst portfolio planning is specifically tailored to meet a client’s individual aims and objectives.

AFH is also one of a select number of firms who have been authorised by the FCA to manage clients’ money on a discretionary basis meaning we can be more proactive with the day-to-day management of your money.

Our services

I provide independent holistic financial planning and specialise in the following areas:

• Pensions, Retirement Planning & Retirement Options
• Investment Planning
• Inheritance Tax & Succession Planning
• Corporate Financial Planning, Business Protection
• Ethical & Socially Responsible Investing

I believe in long term adviser/client relationships built on trust. Testament to this is the fact that several my clients have been with me since the very early years of my career.

If you would like to learn more about how I can help you achieve financial confidence, please get in touch with me.

Where to find us
Head office address: A F H Wealth Management Ltd, A F H House, BROMSGROVE, B60 4JE
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 16th May 2022

Similar advisers near you

Independent Financial Adviser 0.87 mi
As a highly experienced, financial services professional, I pride myself in being able to provide a bespoke global investment proposition in a personal and friendly manor, one that is truly independent and built on trusting long term relationships.
 
Independent Financial Adviser 1.61 mi
Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
 
Independent Financial Adviser 1.61 mi
Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
 
Independent Financial Adviser 2.09 mi
In our experience people don’t know who to turn to when it comes to finances. We can help.