AFH Wealth Management LTD
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
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 have been a financial adviser since 1997 having previously worked in Bank assurance for many years. My client base is very diverse, ranging from young professionals just starting their financial planning journey to much older clients bearing the fruit of theirs. I also advise companies and it is an amazing privilege and responsibility knowing so much about a client’s private affairs and their hopes and fears. Helping people achieve their financial goals is my goal." - James Edge
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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