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.

Should you charge your graduate child rent?

Should you charge your graduate child rent?

Story 11/06/19

With an increasing number of graduates returning home after university, we ask what many parents are thinking about: should I charge my graduate kid rent?

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

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

Story 10/06/19

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.

Decode the pension taper rules

Decode the pension taper rules

Story 29/05/19

Dubbed “nightmarish” by pension experts, we take a closer look at the pension taper rules designed to limit tax breaks to higher income pension savers.

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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