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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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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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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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
9.7/10
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FCA authorised
Last authorised 20th June 2022
Meet our advisers
Duncan Budd
What our clients say
Dan travelled to see us in our home in the evening and the first visit was early after lockdown so it was a distanced, masked meeting. His ability to explain the mysteries of pensions made us feel so much safer and financially secure as we had been very concerned that we might struggle. Yes, you can still lose money with investing, but with their management programme, we are confident that we’ve done our best by ourselves and our family.
Cheryl, VF
Very professional in his dealings with me and he has always dealt with my requirements quickly and efficiently. I have recommended him to my family which is an indication of my high regard in his ability.
John, VF
I was thinking of semi-retiring (working only 3 days a week) and wanted some one to look at my multiple pensions and see whether I could do that, but draw down on some of my pension. I contacted Dan and he very professionally looked at my circumstances and gave very good advice on the best way to consolidate some pensions, invest some and take a tax-free lump sum from another pension. Throughout the consultation process he made sure I was well informed and comfortable with the level of risk involved.
Paul, VF
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)
£51,000
Minimum pension value
£51,000
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
9.7/10
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FCA authorised
Last authorised 20th June 2022

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