Financial planning - 
with you on your journey

As independent financial advisers, at AFH, we offer unbiased and unrestricted advice and recommendations, based on expert research from the whole of the market.

Our unique financial planning-led wealth management approach is tailored around your individual goals and risk profile. In-house experts will review your portfolio regularly, keeping you on track if your objectives change and protecting you against market downturns.

Whether you want to plan for your retirement, understand your tax obligations, or discuss investment solutions to future-proof your finances, we can take care of your wealth on a discretionary or advisory basis.

Watch the video below to find out more about our financial planning department

Financial planning and investment management services

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Financial planning

Whether you need help in a particular area or a general financial overview, we'll use our in-house expertise to create a bespoke financial plan tailored to your needs and objectives.

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Retirement planning

No matter where you are in your retirement journey, an independent financial adviser can help you build a long-term plan that provides the best for you and your loved ones.

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Inheritance tax

Failing to plan ahead could leave a substantial dent in your estate. We can help to ensure your loved ones receive the very most of their inheritance.

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Protection planning

You can't predict the future, but you can plan for it. We'll help you find the right insurance services such as life cover and family cover, to ensure financial stability for you and your loved ones.

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Tax planning

Effective tax planning could allow you to keep more of what you earn, and help you to reach your financial goals sooner.

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Business Building

Mortgage planning

Whether you're a first-time buyer or looking to remortgage, our experience and expertise will help you navigate the mortgage market with ease.

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Charges explained

Like any other regulated advice business, our charges are disclosed both verbally and in writing before you become a client with us.

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News

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

Investment & advice fees – do you know what you’re paying for?

Investment & advice fees – do you know what you’re paying for?

Story 11/07/19

With a greater focus on tackling fee transparency as a priority, we carried out research on the fees landscape and the future of the advice market. Read our report here.

School fee planning - what do I need to know?

School fee planning - what do I need to know?

Story 10/07/19

Funding your child or grandchild’s education may seem expensive at first, but with the right planning, it can be done. We look at the options you could consider.

Is buying your child a student home the right decision?

Is buying your child a student home the right decision?

Story 03/07/19

Amongst student living costs, accommodation tends to be the biggest one. Some parents help out by buying a house for their child, but is this the right thing to do?

More Articles

Get in touch

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

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