AFS Financial Management Limited was established in 1981 providing bespoke financial services and investment management portfolio services to private investors, companies and charities. Advice is provided across all the main retail areas of investment, tax and financial planning. These aspects are, for the most part, inter-related and which necessitates, where those services are required, an understanding of the individual’s aspirations and understanding of risk alongside the technical and timing issues of investment.

The primary services provided are:

  • investment portfolio creation
  • pension investment
  • inheritance tax planning
  • Capital gains and Income Tax mitigation
  • Asset allocation
  • Risk profiling

An ‘execution-only’ service – that is us operating at a client’s direct instruction rather than to provide advice – is also available.

This website is written simply to operate as an initial means of introduction to this company. Advice is personal and for further information please contact us using the method of communication you prefer.

Independent Financial Advisers

AFS Financial Management Limited are appointed representatives of In2 Planning Ltd who are Authorised and Regulated by the Financial Conduct Authority

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