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.

Why in-house expertise beats outsourcing

Why in-house expertise beats outsourcing

Story 17/07/18

Many firms outsource as they want access to specialist knowledge, while allowing advisers more time to focus on clients – in-house expertise provides just this, without the costly third-party fees. As a client, how does this affect you?

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You should start saving for retirement in your 20s – here's why

You should start saving for retirement in your 20s – here's why

Story 16/07/18

While retirement may feel like a long way off, it pays to start thinking about it sooner rather than later. Saving early means you may need to put away less to earn the same amount, or even more, as you would had you begun in later life.

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Golden goal legend kicks off AFH charity football fundraiser

Golden goal legend kicks off AFH charity football fundraiser

Story 04/07/18

Birmingham City legend Paul Tait will give some golden glamour to this year’s AFH charity football match, which kicks off at 1830 on Friday 13 July.

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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.