Business Details
15 Years
experience
Expert Financial Advisers in Newcastle-under-Lyme
A F S Wealth Management has been delivering expert financial advice since 2011, combining over 30 years of industry experience with a client-centric approach. Our team specialises in wealth management, offering tailored solutions to help clients build, grow, protect, and preserve their assets. We prioritise long-term relationships, ensuring each client receives personal attention and strategic guidance aligned with their unique financial goals. Operating from our Newcastle-under-Lyme office, we serve clients nationwide, with a strong presence in London and Staffordshire. As an Appointed Representative of St. James's Place Wealth Management, we provide access to a comprehensive range of wealth management products and services, all underpinned by rigorous professional standards.Our practice, established through a legacy of financial expertise dating back to 1989, focuses on simplifying complex financial planning processes. We are committed to transparency, ethical practices, and continuous support throughout every stage of our clients' financial journeys. Our approach integrates in-depth market knowledge with individualised strategies to address both immediate needs and long-term aspirations. By maintaining our focus on client outcomes rather than products, we ensure our advice remains objective and aligned with our clients' best interests. This dedication to excellence has earned us recognition through industry awards and sustained client trust.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgage Advice
Details
- Year established: 2011
Highlights and features
- We have over 30 years of combined experience in financial advisory services
- Our team provides nationwide coverage from our Newcastle-under-Lyme base
- We maintain long-term client relationships with personalised service
- Our practice is supported by St. James's Place Wealth Management's resources
- We specialise in intergenerational wealth management strategies
Services
Investment Management
Our investment management service creates tailored portfolios aligned with your risk profile and financial objectives. We combine market expertise with ongoing portfolio reviews to optimise returns while maintaining appropriate risk levels. Clients benefit from access to a comprehensive range of investment vehicles and regular performance reporting.
Retirement Planning
We develop comprehensive retirement plans that ensure financial security during your post-working years. Our approach considers pension consolidation, tax efficiency, and sustainable income strategies. We help clients navigate complex pension regulations while maximising their retirement income potential through personalised planning.
Protection Planning
Our protection planning safeguards your financial future against unforeseen circumstances. We assess individual needs to recommend appropriate life insurance, critical illness cover, and income protection policies. This service ensures your family's financial security while integrating with broader wealth management strategies.
Corporate Services
We provide tailored financial solutions for business owners including succession planning, corporate pensions, and tax-efficient profit extraction strategies. Our services help business owners align company financial goals with personal wealth objectives while navigating complex regulatory requirements.
Mortgage Advice
Our mortgage advisory service offers access to a wide range of property financing options. We provide guidance on residential and buy-to-let mortgages, remortgaging strategies, and specialist property finance solutions. Clients receive comprehensive advice considering both immediate needs and long-term financial planning objectives.
People
Nick Evans
Director
Nick Evans established A F S Wealth Management in 2011 after a distinguished career in financial services dating back to 1989. He leads our team with extensive expertise in wealth management and strategic financial planning.
Questions
What areas do you cover?
We operate from Newcastle-under-Lyme but provide services nationwide, with particular expertise in London and Staffordshire markets.
How are your services charged?
Our fee structure is transparent and discussed upfront, typically based on the complexity of your financial situation and required services.
What investment options are available?
We offer access to a comprehensive range of investment vehicles through our partnership with St. James's Place Wealth Management.
How do you stay updated with financial regulations?
As an Appointed Representative of St. James's Place, we benefit from continuous compliance support and regulatory updates.
Can you help with pension transfers?
Yes, we specialise in pension consolidation and transfers, ensuring compliance with current regulations while optimising retirement outcomes.
What is your approach to risk management?
We conduct thorough risk assessments to create balanced portfolios that align with your risk tolerance and financial objectives.
