Financial planning

At AFH, our unique financial planning-led wealth management approach is bespoke to you. Whether you want to plan for your retirement, understand your tax obligations, or discuss investment solutions to future-proof your finances, our qualified independent financial advisers will guide you through the financial planning journey, ensuring your needs and financial objectives are always at the fore.

Watch the video below to find out more about our financial planning department.


Financial planning services

Retirement icon

Retirement planning

From pension schemes to income options, there's plenty to consider when entering into retirement. We can support you through this journey.

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Investments icon

Investments

An independent financial adviser will be able to search the whole of the market to find the right investment solutions to meet your needs.

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Protection planning

You can't predict the future, but you can plan for it. We'll help you find protection solutions to ensure financial stability for you and your loved ones.

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Tax planning

Effective tax planning could allow you to keep more of what you earn, and help you to reach your financial goals sooner.

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Inheritance tax

Failing to plan ahead could leave a substantial dent in your estate. We can help to ensure your loved ones receive the very most of their inheritance.

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Mortgages

Whether you're a first-time buyer or looking to remortgage, our experience and expertise will help you navigate the mortgage market with ease. 

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Latest news

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

AFH Group welcomes Watford-based IFA

AFH Group welcomes Watford-based IFA

Story 08/01/18

There’s good New Year news for clients of an established Watford-based independent financial adviser, who kicks off 2018 by joining one of the UK’s fastest-growing financial planning-led investment management companies.

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AFH Supports Birmingham Womens Hospital

AFH Supports Birmingham Womens Hospital

Story 31/12/17

Birmingham Women's Hospital supports and cares for women, babies and their families across the West Midlands, including with neonatal care and its maternity unit. AFH staff have proudly chosen BWH as their 2018 charity.

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Merry Christmas for Droitwich Spa Foodbank

Merry Christmas for Droitwich Spa Foodbank

Story 20/12/17

Staff at AFH Group have delivered a massive 105kg of food to Droitwich Spa Foodbank. The food was donated by staff, who also raised more than £2000 for Cancer Research UK this year.

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Get in touch

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