AFH Wealth Management LTD

Independent Financial Adviser  A F H Independent Financial Services Ltd, Worcestershire, B60 4JE
First meeting at adviser's own cost
The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
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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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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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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Long term care
Response rating
9.3/10
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FCA authorised
Last authorised 23rd May 2022
Meet our advisers
Nik Lambert
About us

With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms.

We believe that good financial advice shouldn’t cost the earth, and we are committed to using our position as one of the UK’s largest wealth management firms to provide the best possible service to our clients.

Our expert financial planners offer you personalised advice that is tailored to your life and future goals.

Our services

Our independent financial planners can advise you at each stage of your financial planning journey.

• We can help you take the right steps to grow, preserve and manage your wealth in a tax efficient way.

• We can build a bespoke investment portfolio to help you make the most of your money.

• Whether you are looking to retire early or maximise your pension income, we can help you enjoy a worry-free retirement.

• We can ensure your wealth is passed on in the most effective way to the next generations.

Where to find us
Head office address: A F H Independent Financial Services Ltd, A F H House, Buntsford Drive, Stoke Heath, Worcestershire, B60 4JE
Service coverage
Preferred clients
Minimum wealth (income/assets)
£151,000
Minimum pension value
£151,000
Minimum mortgage value
£101,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 23rd May 2022

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