Financial planning - 
with you on your journey

As independent financial advisers, at AFH, we offer unbiased and unrestricted advice and recommendations, based on expert research from the whole of the market.


Our unique financial planning-led wealth management approach is tailored around your individual goals and risk profile. In-house experts will review your portfolio regularly, keeping you on track if your objectives change and protecting you against market downturns.

Whether you want to plan for your retirement, understand your tax obligations, or discuss investment solutions to future-proof your finances, we can take care of your wealth on a discretionary or advisory basis.

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 icon

Protection planning

You can't predict the future, but you can plan for it. We'll help you find the right insurance services such as life cover and family cover, to ensure financial stability for you and your loved ones.

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tax icon

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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IHT icon

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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Business Building

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.

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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Would you be financially secure if you lived beyond 100?

Would you be financially secure if you lived beyond 100?

Story 04/10/18

We're living longer, and research indicates that soon, living beyond 100 will be the norm. It may sound unreal, even impossible; but the question still stands: will you be able to afford living beyond the age of 100? Late retirement and and spiralling health and living costs all play a role in answering this question. We break it down for you here.

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The importance of gifting wisely

The importance of gifting wisely

Story 01/10/18

Research shows a rise in parents gifting to their children, but the size of the gifts are dwindling. We look at what's causing this decrease, and how you can plan to gift both wisely and tax efficiently.

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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.