AFH Private Wealth

Your specialist wealth manager

AFH Private Wealth is a premier wealth management business dedicated to providing a specialised wealth management service to discerning investors. Adopting a truly holistic approach, we’ll take the time to understand your financial goals and objectives, explain the finer points of investment risk and define your personal attitude to it, prior to any decisions being made.

You should seek independent financial advice that takes your individual circumstances into account prior to proceeding with any course of action.

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Portfolio management

With our Discretionary portfolio management service, your dedicated client executive will take on the day-to-day management of your investments, applying their experience to make investment decisions on your behalf. If you’re looking for more control, our Advisory portfolio management service might be right for you, with your client executive managing your investments on a day-to-day basis, but referring to you before making any investment decisions.

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Stockbroking

You can choose from two services: Advisory dealing and Execution-only. Advisory dealing enables you to take stock-specific advice from your client executive and use it to make your own investment decisions on individual stocks. With Execution-only, you make your own investment decisions, and we’ll execute the trades once you instruct us – the ideal option if you have a clear idea of the stocks you plan to buy and sell. 

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ISAs

An ISA (individual savings account) forms an essential part of any investment proposition, particularly as it ensures your funds are managed as tax-efficiently as possible. Your client executive will work with you to ensure that, whichever service you choose, your investment makes the most of any ISA allowance available.

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Charity portfolio service

We provide comprehensive solutions that take into account the challenges facing charity trustees. Your dedicated client executive will focus on optimising investments in the long term, to meet your charity’s objectives.

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Latest news

Find all the latest private wealth news here, all written by our in-house experts.

Pension transfers skyrocket

Pension transfers skyrocket

Story 20/06/18

2017 saw a dramatic increase in transfers out of defined pension schemes, stemming from a variety of factors. A transfer may not always be suitable but it's nearly always permanent; ensure you're making the right decision.

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Can a revised tax system re-balance intergenerational fairness?

Can a revised tax system re-balance intergenerational fairness?

Story 15/06/18

Baby boomers have the advantage in areas such as home ownership, personal debt and pension wealth, a new report has found, and it recommends a radical overhaul of the UK tax system to help resolve the issues.

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Tax return: acting early could save you time and money

Tax return: acting early could save you time and money

Story 04/06/18

In 2016/17, almost 750,000 people potentially faced penalty for missing the annual deadline for submitting their tax return. Thinking about it early could make things easier in the future.

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Get in touch

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