Financial Advisor Peterborough

With over 30 years of expertise and over 200 accredited advisors nationally, AFH is one of the UK’s leading independent financial consulting firms.

We believe that good financial advice should not be unreasonably expensive, and we are committed to providing the best possible service to our clients by leveraging our position as one of the UK’s leading asset management firms.

Our financial advisors provide you with tailored advice based on your current situation and future goals.

We have over 200 independent financial advisers throughout the UK who can provide you with personalised advice based on years of experience.

Our professional financial consultants can help you at any point in your financial planning process.

Our Services

Planning Your Financial Journey

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.

We will help you through each of the steps of planning your financial future:

1. Meeting your adviser- In this stage, you will discuss your financial needs and goals.
2. Creating your bespoke financial plan- Your financial adviser will explore options- recommending whole-of-market and investment opportunities.
3. Putting your plan into action- we will implement your plan and set you up on WealthHUB.
4. Keeping you on the right track- reviewing your plan and adjusting when necessary.

Managing Your Investments

We offer a selection of services to suit your goals and investment style, whether you want to grow your investments, produce additional income, or conserve your capital.

Retirement Planning

Whatever retirement goal you have, having your finances in order ahead of time will ensure that it is attainable.

Our specialists understand that realising your retirement dreams is no easy task.

That’s why, as part of your overall financial planning, we’ll assist you in developing a customised retirement plan so you can be comfortable that your future will be exactly as you want it.

The style of life you wish to live once you retire will determine your retirement income needs.

We’ll help you get the most of your pension and other investments, so you can enjoy the retirement you deserve, whatever your goals are, whether it’s travelling or starting your own business.

Protect Your Inheritance

Regardless of particular circumstances, everyone’s purpose is to secure their assets and transmit their fortune to the next generation or their favoured cause as efficiently as possible.

Our independent financial advisers at AFH Wealth Management employ a variety of tried-and-true tactics to help your beneficiaries pay the least amount of inheritance tax possible.

We can give you the assurance that you will be able to provide certainty and financial security for your loved ones or dependents.

Protection Planning

What would you do if you fell ill, or if your condition worsened?

You’ll want to make sure that your family is safe.

You can have peace of mind knowing that your family will have a secure financial future and a high standard of living if you plan for their future.

Protection planning can include life insurance, critical sickness insurance, and income insurance.

At AFH, you may speak with an independent financial consultant about the best solutions for your specific circumstances and have them scan the entire market for the greatest rates.

Tax Planning

Unnecessary tax can derail any retirement or investment plan, but an independent financial adviser may be able to help reduce a person’s or company’s tax obligations, allowing you to keep more of what you earn.

There are a variety of areas where lawful tax mitigation can be used, as well as a variety of vehicles via which this can be done.

After reviewing your unique financial circumstances, an adviser can recommend appropriate methods to maximise all available allowances and options.

Tax preparation is closely related to sound financial planning, but if you have a specific aim in mind, our advisors can provide a stand-alone solution.

Mortgage Planning

Based on your individual circumstances and goals, an independent financial counsellor from AFH will investigate the entire market to identify which mortgage type is ideal for you, as well as the most competitive rates.

Your consultant will also be able to examine your financial situation, confirm your credit score, and explain your mortgage eligibility.

Private Wealth

Working with your dedicated client executive and using a genuinely holistic approach, AFH Private Wealth provides a personalised solution to managing your wealth and financial goals.

We create bespoke investment portfolios that are customised to your objectives and risk tolerance, and can be managed on a discretionary or portfolio managed service (Advisory) basis.

Your personal client executive will thoroughly analyse and assess your circumstances, aspirations, and risk appetite before making any decisions.

With the support of a team of in-house professionals, including our investment research team, we will create a dynamic portfolio that will grow with you and reflect your changing objectives.

Contact Us

Contact us for expert financial advice. We are happy to help!

Website | Facebook | Twitter | Address: Buntsford Drive, Stoke Heath, Bromsgrove, Worcester, B60 4JE

About MyBump2Baby

This listing contains information about our brilliant Peterborough Financial Advisers.

My Bump2Baby work with dedicated independent financial advisers in many areas throughout the UK. These advisers provide the very best services for our families, helping with a range of things like:

• Financial planning services
• Wealth management
• Free initial consultation
• Critical illness cover
• Mortgages
• Independent financial advice
• And many more financial services.

To see more of our specialists in other areas of the UK, visit this website link: https://www.mybump2baby.com/familysection/

Daniel Seal

• Insurance & protection
• Pensions & retirement
• Mortgages
• Financial planning
• Investments
• Savings
• Tax & trust planning