AFH Wealth Management LTD
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
Pensions & divorce
Pensions & retirement planning
Buy my next home
Buy to let
Buying commercial property
Buying first home
Next home / Remortgaging
Right to buy
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Income protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Last authorised 15th August 2022
Meet our advisers
Qualifications & Accreditations
Cert CII (MP)
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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.
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.
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.
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 was a Helicopter Engineer in the Royal Navy before starting my career as a financial adviser, in which I’ve learnt valuable transferable skills such as a keen eye for details and the value of trust. I now have over 2 years’ experience in the Financial Industry and the approach I will always take with my clients is to listen to them first and really try to understand what they want to achieve, whilst working to attain the best outcome for them." - Lewis Wade
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
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Online (Live chat, video, email)
Face to face