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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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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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 risk
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Stockbroking services
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Sharia finance
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 8th August 2022
Meet our advisers
Nick Oliver
Cert CII (MP)

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

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.

"With over 25 years’ experience within the financial services sector, I am passionate about helping my clients and their families realise their financial goals in relation to investments, pre- and post- retirement planning, legacy planning along with business and personal protection services in a clear and understandable manner. My emphasis is on maintaining a long-term relationship with my clients and to provide you with a trusted source of advice as your circumstances and financial needs change over the years." - Nick Oliver

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)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£101,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 8th August 2022

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