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.

Don't let excessive fees eat away at your wealth

Don't let excessive fees eat away at your wealth

Story 22/05/19

Many investors are unaware of the investment fees and charges they pay, and how these may be impacting the value of their investments in the long term. We look at what you need to know.

Monthly economic commentary: May 2019

Monthly economic commentary: May 2019

Story 16/05/19

Our chief economist, Colin Warren, looks at how, as we approach the third anniversary of the UK's decision to leave the EU, the Brexit vote has affected the UK economy in his latest economic commentary.

3 reasons why opting for an annuity can still make sense

3 reasons why opting for an annuity can still make sense

Story 07/05/19

While annuities are not as popular as they once were, a significant number of retirees are still purchasing them. Austin Broad, group head of advice at AFH, looks at why they may be worth considering when it comes to retirement.

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

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