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.

Monthly economic commentary: October 2018

Monthly economic commentary: October 2018

Commentary 19/10/18

Our chief economist, Colin Warren, explores how the outcome of ongoing Brexit negotiations could impact sterling, gilts and UK equities during the coming months, in his latest commentary.

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Has my adviser put me on the best platform?

Has my adviser put me on the best platform?

Story 15/10/18

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. With so much competition amongst the many investment platforms on the market, we look at how you can determine if your adviser has put you on the best one possible.

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Would you be financially secure if you lived beyond 100?

Would you be financially secure if you lived beyond 100?

Story 04/10/18

We're living longer, and research indicates that soon, living beyond 100 will be the norm. It may sound unreal, even impossible; but the question still stands: will you be able to afford living beyond the age of 100? Late retirement and and spiralling health and living costs all play a role in answering this question. We break it down for you here.

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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.