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

Monthly economic commentary: May 2019

Monthly economic commentary: May 2019

Story 16/05/19

Our chief economist, Colin Warren, looks at how, as we approach the third anniversary of the UK's decision to leave the EU, the Brexit vote has affected the UK economy in his latest economic commentary.

3 reasons why opting for an annuity can still make sense

3 reasons why opting for an annuity can still make sense

Story 07/05/19

While annuities are not as popular as they once were, a significant number of retirees are still purchasing them. Austin Broad, group head of advice at AFH, looks at why they may be worth considering when it comes to retirement.

Creating a savings strategy based on multiple pension pots

Creating a savings strategy based on multiple pension pots

Story 01/05/19

The average British worker will have six jobs in their lifetime, with this figure rising to 12 for millennials. This can mean multiple pensions pots, which could make retirement planning complicated. Here's what you need to consider.

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

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