AFS Financial Management Limited was established in 1981 and provides bespoke financial services and investment management portfolio services to private investors, companies and charities. We provide advice across all the main areas of investment, tax and financial planning. Those 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 to 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. |
