What makes a good financial adviser?
The most recent Financial Lives survey conducted by the FCA revealed that only 40% of people trust financial advisers. With clients appearing to be dissatisfied with the level of service they're receiving, we look at the most important qualities a financial adviser should possess.
The importance of engaging with ethical investing
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.
Why is good pension advice so hard to find?
A recent pensions study conducted by YouGov revealed that 45% of people find good pension advice hard to access. We look at the reasons for this and what can be done to help.
Snapshot of key points from the Autumn Budget 2018
The Chancellor delivered his Autumn Budget 2018, signalling the 'end to austerity'. Here we roundup the key Budget announcements you need to know, covering business, defence, digital, healthcare and more.
What are the benefits of seeking mortgage advice?
The Mortgages Market Study conducted by the FCA found that 80% of mortgages in 2016 were advised and 50% were arranged by an intermediary. We look at why so many choose to gain advice during the mortgage process rather than going it alone.
Autumn Budget predictions from our group head of advice, Austin Broad
Ahead of Budget 2019, group head of advice at AFH Wealth Management, Austin Broad, discusses his predictions, covering pensions, income tax, capital gains tax and housing.
How do we encourage millennials to see the benefits of protection?
There is very little interest amongst millennials when it comes to taking out protection policies. How can we engage with this demographic to highlight the benefits that come with having life cover?
Has my adviser put me on the best platform?
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.