AFH Wealth Management

Together, A better future

7 Summerlands, Yeovil, BA21 3AL Directions

   Now closed Open Tuesday 09:00 - 17:00

Why Choose Us?

Professional Advice
Expert Advice
First Class Service

Business overview

I am passionate about my work and I care about my clients. I have over 25 years experience providing financial advice on pensions, investments, long term care and lifetime mortgage

With almost 30 years’ of experience and more than 200 advisers across the UK, AFH Wealth Management is an independent financial planning and wealth management firm who believe an effective financial plan can help you to make the most of your money.

AFH offers both an advisory and discretionary fund management service, one of the few adviser firms in the UK authorised to do so. Our discretionary fund service, provided via AFH Direct*1, has received a 5-star rating by Defaqto2. We advise on a range of different services including retirement planning, inheritance tax planning, investments, protection planning, business solutions and mortgage advice3.

Our independent financial advisers are supported by a team of investment and research specialists to ensure you receive the best solutions on the market for your circumstances. True to our belief that good financial advice shouldn’t cost the earth, we have removed platform fees for clients who switch to using the AFH platform1.

We believe that it is this client-focused approach that has helped us to grow alongside our values of transparency, integrity, trust and respect being at the core of AFH.

1 “AFH Direct” is a trading style of AFH Independent Financial Services Limited and refers to the bringing together of the separate services of safe custody of assets, execution and settlement of transactions in a wide range of collective investments and direct securities

2 Professional advice required to determine suitability.

3Your home may be repossessed if you do not keep up repayments on your mortgage.

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

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Image 2 of AFH Wealth Management

Products & Services

buy to let mortgages

equity release

financial planning

fsa regulated

investments

life insurance

mortgage advice

pensions

FCA Regulated

Financial Consultants

Finance Brokers

Independent Financial Advisers

Investment Consultants

Life Assurance and Pension Consultants

Stockbrokers

Reviews

Fantastic Service

5
Rob went above and beyond to find me the best mortgage. He also reviewed my Life Insurance and found one that met all my needs. Would definitely recommend as nothing is too much trouble.
16 Jul 2018
Thanks for the glowing review.
16 Jul 2018
Thanks for the glowing review.
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Excellent, professional advice

5
Rob was incredibly helpful and knowledgable, he made the whole process very easy and painless.
He offered me great advice and delivered it in a very professional manner. Will definitely be using his services in the future.
07 Mar 2018
Thanks for the kind review.
07 Mar 2018
Thanks for the kind review.
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Excellent Service

5
Rob arranged life and mortgage insurance for a house move. We were extremely impressed with his service - very efficient and knowledgable and even came out in the snow and ice to ensure our application was completely quickly. Would highly recommend and we will definitely use Rob again in the future
03 Mar 2018
Thanks for the review Hannah
03 Mar 2018
Thanks for the review Hannah
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Great experience with AFH

5
Mr Shire went to extraordinary lengths to make sure my wishes were met and and he tackled my financial affairs head on and in good time. I would highly recommend him.
02 Mar 2018
Glad to be of assistance
02 Mar 2018
Glad to be of assistance
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Great financial advice, 5 star service and a good bloke to do business with.

5
Mr Shire has been my financial advisor for approaching 10 years now. He was initially recommended to me by my solicitor and he was able to arrange a remortgage for me when other High Street lenders couldn’t help. Since then, he has arranged several mortgages and remortgages for our property portfolio and more recently he has offered me some fantastic pension advice.
Always fantastic service and I would highly recommend.
22 Jan 2018
Glad to be of assistance.
22 Jan 2018
Glad to be of assistance.
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