Affluent Individuals & Trustees
Is AFP the right provider for you?
Our services are best suited to individuals with investible assets of £250,000 or more, seeking guidance with part or all of your wealth management needs. Many of our clients tend to be over the age of 50 and either retired or planning to retire in a few years, while those under age 50 are generally high earning professionals. Our Comprehensive Lifestyle Financial Planning & Wealth Management service has been developed for individuals seeking a trusted adviser relationship to help them manage their wealth.
Trustees
We act for a number of Trust clients including family trusts and charitable trusts. Our expertise in Tax & Trust Planning provides Trustees with reassurance and confidence that the trust assets are managed appropriately.
Business Owners & Executives
As business owners ourselves, we understand that as a business owner you can sometimes be too busy running your business to pay attention to your personal and business financial planning needs.
Our Business Financial Planning service is designed for successful business owners who don’t have time to deal with their financial planning and want a trusted adviser to help them manage their finances. This may involve both their personal finances and company funds, as well as ensuring that appropriate insurance protection is in place so the business can continue in the event of illness, death or retirement.
Pension Investors
Pensions can be boring and complicated – but very important to your financial security in retirement. We can assist you in reviewing your pension arrangements and in explaining your options in simple English, so you can make sensible decisions on your retirement choices.
We specialise in providing advice on complex pension matters as well as providing a pension consolidation service if you have multiple pension plans. We are very experienced in this area and have assisted many clients, where appropriate, to simplify their pension plans to achieve lower costs, wider investment choice, greater flexibility and access to ongoing professional advice.