Financial planning led wealth management – a unique service for you
Combining independent financial advice and wealth management, from a single firm, allows you to benefit from a unique service approach that addresses your individual financial needs.
Being independent means that the advice we provide is totally unbiased, selecting products and services from across the entire financial market in order to give you unrestricted access to all the solutions available.
Our success has been built upon maintaining and developing long- term relationships with our clients. From our headquarters in the West Midlands, our adviser network covers much of the UK, allowing us to provide support and advice to clients throughout the UK.
Services available to you
Holistic, bespoke financial planning - tailored solutions to meet your financial needs and objectives
Investment solutions - Discretionary & advisory portfolio management
Planning for retirement – analysis of what your retirement needs will be and how to invest to meet these
Planning in retirement
- development of a sustainable investment plan to provide income and capital
Protecting you and your loved ones - critical illness, income protection, life assurance
Post life planning*
- mitigation of Inheritance tax, Wills, Trust and Probate
Corporate solutions*
- Auto enrolment and pension planning, business protection, tax planning, commercial finance
To arrange a FREE no obligation financial review call 01527 577775 For further details please contact:
AFH House, Buntsford Drive, Stoke Heath, Bromsgrove, Worcestershire, B60 4JE Tel: 01527 577775 Email:
mail@afhgroup.com Website:
www.afhwm.co.uk
AFH Wealth Management is a trading style of AFH Independent Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.
www.fca.org.uk/register. Financial Services Register no. 216704. Registered in England and Wales. Company no. 04049180. Registered Office: AFH House, Buntsford Drive, Stoke Heath, Bromsgrove, Worcestershire B60 4JE.
AFH Independent Financial Services Limited is a wholly-owned subsidiary of AFH Financial Group Plc (company no: 07638831). * please note that some of the business areas detailed above may not be regulated by the FCA. Please contact us for further information.
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