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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Overview

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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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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Find out how we can help you

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01562 881 082

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