Empowering You to Achieve Your Financial Goals
At AFS Wealth Management Ltd, we are dedicated to alleviating the frustrations that come with financial planning. Our approachable and friendly team boasts over 30 years of experience in the industry, ensuring that our clients receive personalised attention and guidance in achieving all their financial objectives.
Our Services
At AFS Wealth Management Ltd, we offer a wide range of services tailored to meet your specific needs, be it building, growing, protecting, or preserving your wealth. Our expertise lies in the following areas:
1. Investment Planning: Our team of experts can help you create a diversified investment portfolio that aligns with your risk tolerance and financial goals.
2. Retirement Planning: We can assist you in planning for a secure and comfortable retirement, ensuring that you have enough income to maintain your desired lifestyle.
3. Tax Planning: Our team can help you navigate the complex world of tax planning, ensuring that you make the most of any available tax reliefs and allowances.
4. Inheritance Tax Planning: We can help you protect your estate and minimise your inheritance tax liability, ensuring that your hard-earned wealth is passed on to your loved ones.
5. Protection Planning: We offer a comprehensive range of protection products, including life insurance, critical illness cover, and income protection, ensuring that you and your family are financially protected should the unexpected happen.
About Us
At AFS Wealth Management Ltd, we pride ourselves on building long-term relationships with our clients. We take the time to understand your unique circumstances and financial goals, providing bespoke advice and solutions that meet your needs.
Our team consists of experienced and highly qualified financial advisers, dedicated to providing the highest level of service. We believe in building long-lasting relationships with our clients based on trust, integrity, and excellent service.
As an Appointed Representative of St. James's Place Wealth Management plc, we have access to a range of market-leading products and services, ensuring that we can provide the best possible advice and solutions to our clients.
Advice and Services
At AFS Wealth Management Ltd, we specialise in providing high-quality advice on many aspects of wealth management. We work closely with you to help you achieve your financial goals, ensuring that you are on track to meet your objectives.
Our advice and services include:
1. Financial Planning: We can help you create a comprehensive financial plan that takes into account all aspects of your financial life, including your income, expenses, assets, and liabilities.
2. Investment Management: We can help you manage your investment portfolio, ensuring that it remains aligned with your financial goals and risk tolerance.
3. Retirement Planning: We can help you plan for a secure and comfortable retirement, ensuring that you have enough income to maintain your desired lifestyle.
4. Tax Planning: We can help you navigate the complex world of tax planning, ensuring that you make the most of any available tax reliefs and allowances.
5. Inheritance Tax Planning: We can help you protect your estate and minimise your inheritance tax liability, ensuring that your hard-earned wealth is passed on to your loved ones.
Get in Touch
If you would like to discuss your financial requirements in more detail, please get in touch. We would be delighted to hear from you and look forward to helping you achieve your financial goals.
Excellent Service and Expertise
The reviewers consistently praised the exceptional service and expertise provided by AFS Wealth Management, particularly Nick Evans, Gary Barton, and their team.
Personalized and Professional Approach
The team was commended for their personalized and professional approach, taking the time to listen to clients' aims, explaining options clearly, and ensuring informed decisions. They were described as open, honest, and having integrity.
Financial Planning and Mortgage Advice
The reviewers appreciated the comprehensive financial planning and mortgage advice received, which helped them feel confident and in control of their financial future. The team's expertise in finding the best mortgage deals and pension planning was particularly highlighted.
Responsive and Knowledgeable Team
The team's responsiveness and knowledge were praised, with clients feeling supported throughout the process. They were available to answer questions, provided regular updates, and explained complex financial concepts in a clear and concise manner.
Trust and Recommendation
The reviewers placed a high level of trust in AFS Wealth Management, with many stating they would highly recommend the company to others. They appreciated the team's dedication to helping clients achieve their financial goals.
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