With you every step of the way

Arranging your finances can seem daunting, but it's important if you want to make the most of your wealth. We are committed to ensuring that you feel comfortable, informed and supported throughout each stage of your financial planning journey

1

Your introduction to AFH

We pride ourselves on maintaining a close relationship with our clients and matching you with an adviser who you feel happy with. As a prospective client, you’ll begin your journey with a no-obligation introductory meeting. This way, you can get to know us better, before deciding whether we're right for you.

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2

Getting to know you

Building a successful financial plan means understanding what it is you want to achieve. If you’re not already sure, we’ll help you to identify your personal needs, as well as create meaningful goals and objectives. Here we can also establish your appetite for investment risk and tolerance to potential losses, an important factor when approaching your finances.     

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3

Addressing your needs

With your personal needs and objectives identified and prioritised, your adviser will enlist the help of in-house technical and investment research specialists and discuss with you the areas of your financial plan that need to be addressed. By determining where your finances could be improved, you’ll be one step closer to achieving your goals.

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4

Creating your bespoke financial plan

As independent financial advisers, we are able to recommend products and investment opportunities from the whole of the market, offering the best possible wealth management solutions to suit you. With the aid of technical research conducted by our in-house team, and a range of other in-house specialists, your financial plan is truly bespoke, offering a holistic wealth management strategy personalised to your financial planning goals.

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5

Bringing everything together

Only once you feel completely confident with the offering, and the recommendations your adviser has made, will we arrange a meeting to complete any further steps needed to implement your plan. With a large in-house support team, you can leave the paperwork to us.

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6

Keeping you on the right track

Circumstances can change very quickly. Whether it be market changes, or changes to your personal goals and objectives, we’ll periodically review your plan, making adjustments when necessary so it has the best possible chance of performing the way you want it to.

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Get in touch to find out how we can help you

Latest news

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

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