Investment solutions to
meet your needs

At AFH, your independent financial adviser will search the whole of the market to find the right investment solution for you.

With an in-house investment, regulatory and research team, at AFH we do things differently. Instead of outsourcing these services to third party providers, your wealth is looked after by us throughout your financial planning journey.

Through support from expert portfolio managers and financial researchers, your adviser will create a tailored investment strategy that adjusts to keep in line with your financial goals.

Financial planning-led wealth management – our ethos

We believe that successfully growing your wealth begins with an effective financial plan. The combined expertise of our independent advisers and in-house specialists means you receive an end-to-end investment service of the highest possible standard. Whether you need help managing your investments, require one-off investment advice or would like the experts to decide for you, we’re here to help.

Click on the links below to learn more about the investment solutions we offer, or get in touch to speak to an independent financial adviser.

Investment solutions services

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Stocks and shares ISA

A stocks and shares ISA can provide valuable tax benefits. Our advisers can support you in choosing this option, should it be suited to your needs.

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Cash ISA

Speak to an adviser to discuss how you can use all or part of your ISA allowance to invest in a cash ISA and receive tax-free interests on your savings.

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SIPP

Whether a SIPP is right for you or not will depend on your personal circumstances. Speak to an adviser to learn more about a SIPP and its suitability for you.

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EIS and VCTs

Enterprise investment schemes and venture capital trusts are high-risk investments. Learn more about them here, and speak to an AFH adviser to discuss your options.

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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.