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 AFH Wealth Management

Mortgage Advice in Bromsgrove

Mortgage Broker in Bromsgrove

AFH Wealth Management

Company: AFH Wealth Management
Address: Buntsford Drive, Stoke Heath, Bromsgrove, Worcs, B60 4JE
Category: Bromsgrove Mortgage Brokers
Telephone: 01527 577775
Fax: 01527 577624
Visit our Web Site:
Contact: Alan Hudson

About Us
As one of the largest group of Independent Financial Advisors in the Midlands, we offer a wealth of experience across the financial spectrum. We are able to call upon our partnering companies to add value to the service we offer. This includes Investment Portfolio Construction and Monitoring, Inheritance Tax Planning and Corporate Financial Planning.

A high proportion of our team of 20 advisors holds the Advanced Financial Planning Certificate and G60, the qualification required to give much called for pension transfer advice. We are also of the select number of IFA Practices who have a qualified Investment Portfolio Manager.

We are very experienced in the following areas: -
  • Mortgages
  • General Investment Advice
  • Commercial Finance
  • Investment Portfolio Construction and Management
  • Inheritance Tax Planning
  • Trust and Estate Planning
  • Directors Tax Planning
  • Corporation Tax Planning
  • Life Assurance and related products
How we work
The principal or technical manager of the practice deals with all initial enquiries. The nature of the enquiry is determined and the appropriate adviser assigned. We have many advisers with varying levels of qualification and experience. Within the practice we have four pension specialists with the G60 qualification necessary to give pension transfer advice. We also have an adviser qualified in Investment Portfolio Management, and several hold the Advanced Financial Planning Certificate. Depending on whom we assign to the enquiry we will either invite you into our offices or give you the choice of a preliminary meeting at your home or office. The purpose of the meeting is firstly to establish whether we are able to assist with your needs and objectives and secondly to discuss how we would be paid for our services should we be instructed to proceed. There is no charge for this preliminary meeting and no obligation on either side.

At AFH we only advise clients who are interested in developing a long-term relationship with an adviser. Our clients become friends and that is the way we like to work. Our emphasis is on service and not the one off sale of a financial product. We therefore do not offer an execution only or discount broker service.

As Independent Financial Advisers we are free to advise on financial products available from all product providers. We use advanced computer software to research, compare and select the most suitable deals currently available. We are thus able to make arrangements to maximize the benefits to our clients.

You will receive professional advice about whether your financial arrangements are already good, and where they?re inadequate (or not covered at all).

In almost all cases we are able to make arrangements which clients would be unable to make for themselves. All our proposals will be fully explained and costed so that you?ll know exactly what and why before you agree to anything.

Please call us at 01527 577775

Email us at

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

AFH is authorised and regulated by The Financial Conduct Authority ( FCA Registration No: 216704

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