AFH Private Wealth is a premier wealth management business dedicated to providing a specialised wealth management service to discerning investors. Adopting a truly holistic approach, we’ll take the time to understand your financial goals and objectives, explain the finer points of investment risk and define your personal attitude to it, prior to any decisions being made.
You should seek independent financial advice that takes your individual circumstances into account prior to proceeding with any course of action.
With our Discretionary portfolio management service, your dedicated client executive will take on the day-to-day management of your investments, applying their experience to make investment decisions on your behalf. If you’re looking for more control, our Advisory portfolio management service might be right for you, with your client executive managing your investments on a day-to-day basis, but referring to you before making any investment decisions.
Find out more
You can choose from two services: Advisory dealing and Execution-only. Advisory dealing enables you to take stock-specific advice from your client executive and use it to make your own investment decisions on individual stocks. With Execution-only, you make your own investment decisions, and we’ll execute the trades once you instruct us – the ideal option if you have a clear idea of the stocks you plan to buy and sell.
Find out more
An ISA (individual savings account) forms an essential part of any investment proposition, particularly as it ensures your funds are managed as tax-efficiently as possible. Your client executive will work with you to ensure that, whichever service you choose, your investment makes the most of any ISA allowance available.
We provide comprehensive solutions that take into account the challenges facing charity trustees. Your dedicated client executive will focus on optimising investments in the long term, to meet your charity’s objectives.
Looking for a particular service other than wealth management? Find out more about our other specialised services here.
Find out more
