Paying for your AFH services

No-cost, no-obligation meeting 

At AFH, we work with you to deliver what you need. Set up a no cost, no-obligation meeting with one of our experts using the form below or call us to arrange. We'll get to know you - and explore your specific financial needs and goals. If you choose to go ahead, you can be sure you won't pay the earth for our high quality independent service. 

We work with you

Like any other regulated advice business, our fees 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.

News

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

Monthly economic commentary: August 2019

Monthly economic commentary: August 2019

Commentary 22/08/19

With yields on government bonds falling sharply in recent weeks and the global stock of debt with negative yields rising above $16 trillion, our chief economist answers some FAQs about the growing phenomenon of negative bond yields.

Estate planning for blended families - 3 things to think about

Estate planning for blended families - 3 things to think about

Story 20/08/19

A blended family coming together can be an equally positive yet confusing experience for many. New living arrangements call for a proper review of your financial situation.

Residence nil-rate band - will it benefit you?

Residence nil-rate band - will it benefit you?

Story 14/08/19

This additional threshold could relieve the burden of inheritance tax for many families, but it's subject to a number of rules. Do you know whether the residence nil-rate band applies to you?

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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