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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News

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

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.

Shareholder protection – what happens to my business if I die?

Shareholder protection – what happens to my business if I die?

Story 15/02/19

If you haven’t yet made a plan for what'll happen to your business in the event of the death or critical illness of a director, key shareholder or star employee, here's what you need to know.

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.

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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.