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  11. AFH Wealth Management Ltd

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 15 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
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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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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Socially responsible investments
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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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Critical illness
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Income protection insurance
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Life insurance
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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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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Stockbroking services
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Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021
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)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 13th September 2021

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