Core Financial Services limited

Independent Financial Adviser  17 Barnes Wallis Avenue, Southwater, West sussex, RH13 0TJ
First meeting at adviser's own cost
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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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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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Payment protection 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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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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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Richard Lamb
Independent Financial Consultant

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

What our clients say
Employing a Financial Advisor can be scary and daunting but we never regret the day we contacted Richard. He listened to our worries and concerns when I was made redundant 10years ago and he helped us come up with a plan to see us through the bad days. We are off shortly for our sixth visit in ten years to see our granddaughters in Australia. No Worries eh!!!
Mike and Nancy, Malden
Richard Lamb has been our Financial Adviser for approximately fifteen years. He has provided our family with highly professional advice during this time. It has never been to much trouble when we have questions regarding our investments to contact Richard for advice . Reviews are carried out on a regular basis to our home adding to the personal and private nature of the business.
Tony & Dianne, Crawley Down
About us

With over 25 years of experience and more than 200 advisers nationwide, AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms.

Our dedicated teams of in-house specialists include financial analysts, administrators and portfolio managers. They are all at hand to support advisers in providing the best possible service, whilst portfolio planning is specifically tailored to meet a client’s individual aims and objectives.

Continued growth means our economy of scale allows us access to reduced fees with third parties, passing the benefits onto our clients. We believe it is this client-focused approach that is the reason for our on-going success. Transparency, integrity, trust and respect are, and always have been, at the core of the AFH community.

Our services

AFH offer both an advisory and discretionary fund management service, one of the few advisers in the UK authorised to do so. Within this, services that we offer include; retirement planning, business support, mortgage advice, protection planning, succession planning* and tax solutions.

Where to find us
Head office address: 17 Barnes Wallis Avenue, Christs Hospital, Horsham, West Sussex, RH13 0TJ
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020

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