AFH Wealth Management LTD
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.
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.
"I am a fellowship qualified financial adviser, and I take absolute pride in delivering advice to my clients that will enable them to achieve their longer term dreams and goals. I am a very detail-oriented and driven individual, and deliver financial advice for investments, tax planning, pensions, inheritance tax planning and protection. I firmly believe in building strong and long-lasting relationships with my clients." - Ellie Hopton
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.
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