Advisory portfolio management is ideal for anyone who needs direct account control but wants to benefit from the advice and assistance of an experienced professional.

The Advisory portfolio management service at AFH Private Wealth is available to you through your dedicated client executive. Like our Discretionary portfolio management service, our Advisory service still provides you with the benefit of the considerable experience and expertise of our entire team, with your client executive managing your account(s) on a day-to-day basis - referring to you when investment decisions need to be taken. No recommendations will be implemented without your approval, so you’re always in the driving seat. 

As with our Discretionary portfolio management service, your client executive can also call on the team of independent financial advisers at AFH Wealth Management to provide advice and support across the widest range of financial planning needs and achieve a seamless wealth management solution.

If you already have an adviser, we’re happy to work with them. If you currently hold a SIPP/SSAS, we would be happy to assist you in the management of these investments.

AFH Wealth Management is a trading style of AFH Independent Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.

Summary of Advisory portfolio management

Will I benefit from a dedicated client executive?

Yes. Your client executive, along with bringing a wealth of investment experience and expertise, is your direct point of contact for any queries you may have about your portfolio.

How often will my client executive review my portfolio? 

Your client executive will actively review your portfolio in line with market activity.

How often will my client executive adjust my portfolio?

As a managed service, your client executive will be monitoring and, where appropriate, recommending adjustments to your portfolio as and when required, in line with your agreed investment parameters.

Will you need my signature to authorise an adjustment?

Yes, as this is an Advisory portfolio, written or verbal authority is required to make any adjustments.

How often will I receive a portfolio report?

You will receive a biannual portfolio report and a quarterly transaction report.

Are online valuations available?

Yes, you can access your account through the online portal.

Think Advisory portfolio management might be right for you?

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