Alex Grant - Independent Financial Adviser
AG
Financial Advisors
Alex Grant - Independent Financial Adviser
7 Snuff St, Devizes SN10 1DU
# Alex Grant - Independent Financial Adviser
AFH Wealth Management is an independent financial advisory firm operating from Devizes, offering tailored financial planning and investment management services. As part of a larger group with over 200 advisers and £11 billion in client assets across 10 UK offices, the firm combines local accessibility with substantial institutional resources.
The business serves individuals seeking comprehensive financial guidance, particularly those approaching or in retirement who need to plan their futures strategically. They work with clients who want to safeguard their wealth, optimise their investments, and navigate complex financial decisions around pensions, inheritance tax, and investment timing.
What distinguishes AFH is their independent stance—advisers are qualified professionals with extensive experience who provide unbiased recommendations rather than pushing proprietary products. They emphasise a consultative approach, starting with free, no-obligation initial consultations to establish whether they're the right fit for clients.
The firm demonstrates genuine expertise through their news and insights hub, covering contemporary financial concerns like investment scams, state pension deferral strategies, and economic commentary. Their resource library—including inheritance tax planning guides—positions them as thought leaders willing to educate clients beyond transactional advice.
Beyond traditional office visits, they offer flexible engagement through online consultation options, recognising modern working patterns. This combination of personal expertise, institutional backing, educational content, and accessibility makes them a comprehensive financial planning partner for Wiltshire and beyond.
AFH Wealth Management is an independent financial advisory firm operating from Devizes, offering tailored financial planning and investment management services. As part of a larger group with over 200 advisers and £11 billion in client assets across 10 UK offices, the firm combines local accessibility with substantial institutional resources.
The business serves individuals seeking comprehensive financial guidance, particularly those approaching or in retirement who need to plan their futures strategically. They work with clients who want to safeguard their wealth, optimise their investments, and navigate complex financial decisions around pensions, inheritance tax, and investment timing.
What distinguishes AFH is their independent stance—advisers are qualified professionals with extensive experience who provide unbiased recommendations rather than pushing proprietary products. They emphasise a consultative approach, starting with free, no-obligation initial consultations to establish whether they're the right fit for clients.
The firm demonstrates genuine expertise through their news and insights hub, covering contemporary financial concerns like investment scams, state pension deferral strategies, and economic commentary. Their resource library—including inheritance tax planning guides—positions them as thought leaders willing to educate clients beyond transactional advice.
Beyond traditional office visits, they offer flexible engagement through online consultation options, recognising modern working patterns. This combination of personal expertise, institutional backing, educational content, and accessibility makes them a comprehensive financial planning partner for Wiltshire and beyond.
Services offered
Financial planningInvestment managementIndependent financial adviceInheritance tax planningState pension planningScam prevention guidanceOnline adviser consultationsWealth management