Empowering your financial future with
Independent advice
AFS Financial Management Limited are Independent Financial Advisers.
We have been operating for over 35 years, developing a depth of experience in all aspects of financial planning.
Over these years we have provided extensive planning through benign and difficult periods, providing a range of options for our clients with a low tolerance to investment risk through to those willing to take a more robust longer term strategy.
Working with you to identify your financial goals, circumstances, and requirements, AFS prioritise client relationships and understanding. We make financial management simple, clear, and concise, so you can feel confident in your financial wellbeing.
Our Financial Services
-
Investment & Retirement Planning
We work with our clients to assist them in saving for later life in a tax-efficient manner, achieving peace of mind in retirement.
-
Tax & Inheritance Tax Planning
We help our clients to structure their assets to make full use of the allowances available to them and ensure no more tax than necessary is paid.
-
Mortgages, Equity Release & Insurance planning
Whether a first-time buyer or remortgaging, buying a second home or releasing equity, we can assist in finding the right mortgage to fit your circumstances and requirements.