AFH Wealth Management Ltd
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.
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.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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