Christopher Lloyd - AFH Wealth Management

Independent Financial Adviser  Hinderton Drive, Wirral, CH60 8QA
I am a Chartered Financial Planner working for one of the UK's leading Independent Advisory firms. My clients benefit from a personal service backed up with a large back office support team to guide them through their financial planning journey.
We can advise you on
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Annuity purchase
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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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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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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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Group life insurance
Meet our advisers
Mr Christopher Lloyd
Chartered Financial Planner
About us

Holistic, expert financial advice

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.

As a Chartered Financial Planner with over 18 year experience Chris provides his clients with a personal, face to face service for clients around the North West, backed up by a substantial team of investment researchers, technicians and administrators. This allows his clients to benefit from the piece of mind of knowing no stone has been left unturned in understanding their goals, creating a thorough financial plan and monitoring this on an ongoing basis.

Our services

I provide fully independent, impartial financial planning advice to my clients. I take time to understand their circumstances, aspirations and financial planning objectives before working with them to help plan for and achieve their goals.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Hinderton Drive, Heswall, Wirral, CH60 8QA

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