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.

Monthly economic commentary: September 2018

Monthly economic commentary: September 2018

Commentary 25/09/18

Our chief economist, Colin Warren, looks at how the UK economy has performed since the referendum, and discusses if hardline Brexiteers are right to dismiss the doom and gloom of a no-deal for the UK in his latest commentary.

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Why is switching platforms so difficult?

Why is switching platforms so difficult?

Story 24/09/18

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. Here we look at why switching platforms can prove to be difficult, and the impact this can have on investors.

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Are advisers footing the platform fees bill for clients?

Are advisers footing the platform fees bill for clients?

Story 20/09/18

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. Here we look at the truth behind whether financial advisers are having to foot the platform fees bill for clients.

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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.