News & guides

Showing 29 items

Breathe a sigh of relief this tax year-end

Breathe a sigh of relief this tax year-end

Story 18/02/19

The 2018/19 tax year end is fast approaching, which means now is the time to review your tax position. There are certain steps you can take to ensure you remain ahead, and we start by looking at reliefs, specifically pension tax relief.

Get your finances in order with the ‘PIMPSI' rule

Get your finances in order with the ‘PIMPSI' rule

Story 12/02/19

Joe Swanson, an independent adviser at AFH Wealth Management, looks at what you need to be thinking about when it comes to creating your financial plan.

Monthly economic commentary: January 2019

Monthly economic commentary: January 2019

Commentary 18/01/19

Our chief economist, Colin Warren, looks at whether investors really need to be worried about the slowing Chinese economy, in his latest economic commentary.

Monthly economic commentary: December 2018

Monthly economic commentary: December 2018

Commentary 21/12/18

Our chief economist, Colin Warren, looks ahead to the economic trends and events that might impact financial markets in 2019, in his latest economic commentary.

Monthly economic commentary: November 2018

Monthly economic commentary: November 2018

Commentary 16/11/18

Our chief economist, Colin Warren, explores how an increase in US government bond yields is giving way to market volatility and increased investor nervousness, in his latest economic commentary.

The importance of engaging with ethical investing

The importance of engaging with ethical investing

Story 12/11/18

With approximately £17 billion invested in ethical funds in the UK, ethical investing is on the rise. Investors are shifting their focus from high returns to becoming more socially and environmentally conscious, so it's crucial that financial advisers are able to engage with the needs and attitudes of the investors of today.

Monthly economic commentary: October 2018

Monthly economic commentary: October 2018

Commentary 19/10/18

Our chief economist, Colin Warren, explores how the outcome of ongoing Brexit negotiations could impact sterling, gilts and UK equities during the coming months, in his latest commentary.

Has my adviser put me on the best platform?

Has my adviser put me on the best platform?

Story 15/10/18

Following AFH’s recent announcement to abolish platform fees, and the issues raised in the FCA's recent Investment Platforms Market Study, we're working to demystify the world of platforms. With so much competition amongst the many investment platforms on the market, we look at how you can determine if your adviser has put you on the best one possible.

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