Independant Financial Adviser
CurrentI provide a highly personalised service for individuals and SME's, encapsulating all aspects of Financial Planning.My specialities include• Individual Protection, Mortgage Protection and Family Protection• Tax Efficient Savings and Investment Solutions• Retirement Options• Discretionary Investment Management• Inheritance Tax Planning• Wills, Trusts and Probate• Corporate Pensions• Business ProtectionAFH Wealth Management is one of the largest Midlands based Independent Financial Advisers, with in excess of 125 qualified Financial Advisers, offering a full range of Financial Planning to individual and corporate clients.Because of our size, we are able to offer additional services rarely found in an IFA office. Our in-house Investment and Technical professionals set us apart from our competitors. Our focus on portfolio construction means each client is assured of the best choice of investments to suit their attitude to risk and because we are one of the few IFAs in the country to have gained Discretionary Management status, we can offer our clients a much more proactive service.
