Independent financial advice service launched for members

The Institution is proud to introduce its latest membership service partner, AFH Wealth Management, which has over 150 advisers across the UK.

Alan Hudson, Chartered Financial Planner and CEO for AFH said: “We are delighted to be able to partner with the Institution. We look forward to developing and maintaining long-term relationships with members, helping them to get the most from their financial requirements.”

With recent changes to the way you can access your pension funds, sometimes referred to as ‘pension freedom’, together with other changes announced in the budget, this partnership is perfectly timed to enable members to make the most of their financial objectives.  

It also enables Institution members to have access to financial advice and wealth management solutions from a location that suits them, with the added benefit of a free consultation to assess their specific needs. 

Independent advice and unrestricted choice

All advisers are entirely independent, and advise and recommend on the most suitable products from the entire financial market.  This provides members with the best opportunity to meet their financial objectives.

Access to financial planning experts

A widely experienced in-house technical team — covering advice areas such as investments, protection, pensions and inheritance — work with a member’s adviser to provide a completely tailored financial planning experience.

Investment management services

A member’s adviser works alongside the in-house investment team to ensure investments are looked after and managed as effectively as possible. 

Value for money

By combining cost-minimising efforts, with the expertise of financial professionals, Institution members have a package that offers genuine value for money.  Further details are available on the AFH website.

To find out more, please do not hesitate to contact AFH:  

Tel: 01527 577775 
Email: mail@afhgroup.com 
Website: www.afhwm.co.uk

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

This article is for generic information only and should not be construed as advice. Please contact AFH before proceeding with any course of action.