How we get paid

Like any other regulated advice business, our charges are disclosed both verbally and in writing before you become a client with us.  For our financial advice service, you will pay an adviser charge that will vary depending on your circumstances, and the quantity and complexity of the work involved. Prior to becoming an AFH client, you will be provided with a Client Agreement document, which will help to explain our charging structure. 


Portfolio management with no hidden costs

You will only be charged for the investment management of your portfolio, and for regular meetings with your AFH adviser. The amount charged on an ongoing basis is dependent on the frequency of portfolio reviews you have, and whether we manage your portfolio on a Discretionary or Advisory basis.

The cost is a bundled fee, so once you are an AFH client and we are managing your portfolio, there will be no additional cost for ongoing advice. There may be additional charges should you wish to invest further sums of money or require new written financial planning advice, which we will agree with you at the time.


You may cancel an ongoing service at any time by serving your notification of cancellation to us in writing. Once this has been done, future payment of any associated charges will cease.


As we grow, you benefit

Importantly, our strategy as a group is to use our increasing scale to reduce the third-party costs involved in investing. The cost of holding and transacting investments, together with substantial third-party fund management fees, can lead to reduced portfolio performance. We believe that the combination of a bundled fee and lower third-party costs renders our client proposition extremely attractive and puts you, the client, first.

Latest news

Find all the latest industry news, all written by our in-house industry experts.

AFH Group welcomes Watford-based IFA

AFH Group welcomes Watford-based IFA

Story 08/01/18

There’s good New Year news for clients of an established Watford-based independent financial adviser, who kicks off 2018 by joining one of the UK’s fastest-growing financial planning-led investment management companies.

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AFH Supports Birmingham Womens Hospital

AFH Supports Birmingham Womens Hospital

Story 31/12/17

Birmingham Women's Hospital supports and cares for women, babies and their families across the West Midlands, including with neonatal care and its maternity unit. AFH staff have proudly chosen BWH as their 2018 charity.

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Merry Christmas for Droitwich Spa Foodbank

Merry Christmas for Droitwich Spa Foodbank

Story 20/12/17

Staff at AFH Group have delivered a massive 105kg of food to Droitwich Spa Foodbank. The food was donated by staff, who also raised more than £2000 for Cancer Research UK this year.

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Get in touch

To discover how AFH's unique approach to wealth management can help you build a better future, please contact us.