Financial Consultant

Financial planning may be complex, but it doesn’t have to be difficult. We’re committed to ensuring you feel comfortable, informed and supported at each stage of your financial planning journey.

Working with your dedicated client executive and adopting a truly holistic approach, AFH Private Wealth provides a tailor-made service to managing your wealth and financial goals.

We create bespoke investment portfolios, aligned with your aspirations and attitude to risk, which can be managed on a Discretionary or Portfolio Managed Service (Advisory) basis.

Your dedicated client executive will take the time to carefully evaluate and assess your circumstances, aspirations and risk appetite before any decisions are made. Supported by a team of in-house experts including our investment research team, we will create a dynamic portfolio that is designed to grow with you and reflect your evolving objectives.

Paying unnecessary tax can make a big hole in any retirement or investment plan, but an independent financial adviser may be able to help reduce an individual’s or company’s tax liabilities, meaning you get to keep more of what you earn.

There are many areas in which legitimate tax mitigation can be applied, and numerous vehicles with which this can be done. By assessing your specific financial circumstances, an adviser can recommend relevant action to maximise all available allowances and opportunities.

Tax planning will naturally be tied into any good financial plan, but our advisers can also offer a stand-alone service if you have a specific aim you would like to achieve.

Open your account in minutes and start to build your portfolio from over 8,500 Shares, Funds, ETFs and Investment Trusts that you can trade online, over the phone and via the App. 

Our low service fee is a maximum 0.5% with no minimum investment. Take advantage of savings through our highly competitive loyalty programmes, where fees decrease the more you invest.

Nothing is more important to us than the safety of your money. We’ve designed our processes to protect and nurture wealth in a safe environment, including strong cybersecurity measures.

Set up Direct Debits to invest from as little per month. Select from our wide range of funds and automatically top-up your chosen investments.