Financial planning - 
with you on your journey

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


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


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.

Avoid fraudsters after your pension pot

Avoid fraudsters after your pension pot

Story 23/05/18

Pension freedoms – while offering retirees more flexibility and control over their pots – has also created an attractive opportunity for fraudsters. What should you look out for?

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Monthly economic commentary: May 2018

Monthly economic commentary: May 2018

Commentary 18/05/18

Our chief economist, Colin Warren, discusses the relationship between economic data and the stock market, and the recent performance of UK equities in his latest commentary.

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Financial planning guide

Guide 17/05/18

A solid financial plan will help you to understand your tax obligations, plan for retirement and allow you to explore investment solutions to future-proof your finances. Find out more about the importance of gaining expert, independent financial advice.

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More articles

Get in touch

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