Logic Wealth Planning
LW
Financial Advisors
Logic Wealth Planning
Sigma House, Heywood OL10 1ND
# Logic Wealth Planning
AFH Wealth Management is an independent financial advisory firm based in Heywood, serving clients across the UK through 10+ offices. With over 200 advisers and £11 billion in group client assets, they provide comprehensive financial planning and investment management services tailored to individual circumstances.
The firm specialises in helping clients plan their financial futures and meet long-term goals through expert, independent advice. Their approach combines three core pillars: creating bespoke financial plans that safeguard futures, identifying optimal investment solutions, and delivering guidance from highly qualified advisers with substantial industry experience.
What sets AFH apart is their commitment to accessibility and transparency. They offer a free, no-obligation initial consultation to assess compatibility with clients, ensuring the relationship starts on solid ground. They provide multiple meeting options, including online consultations, recognising modern client preferences. Beyond advisory services, they actively educate clients through regular financial insights, covering contemporary concerns like investment scams, state pension strategies, and tax-efficient investing.
The firm demonstrates depth in specialised areas, evidenced by published guidance on inheritance tax planning and economic commentary from their Chief Economic Adviser. Their scale—200+ advisers managing substantial assets—provides robust expertise whilst maintaining personalised service. This combination of independence, expertise, accessibility, and educational focus positions AFH as a comprehensive wealth management partner for clients seeking professional guidance through life's financial complexities.
AFH Wealth Management is an independent financial advisory firm based in Heywood, serving clients across the UK through 10+ offices. With over 200 advisers and £11 billion in group client assets, they provide comprehensive financial planning and investment management services tailored to individual circumstances.
The firm specialises in helping clients plan their financial futures and meet long-term goals through expert, independent advice. Their approach combines three core pillars: creating bespoke financial plans that safeguard futures, identifying optimal investment solutions, and delivering guidance from highly qualified advisers with substantial industry experience.
What sets AFH apart is their commitment to accessibility and transparency. They offer a free, no-obligation initial consultation to assess compatibility with clients, ensuring the relationship starts on solid ground. They provide multiple meeting options, including online consultations, recognising modern client preferences. Beyond advisory services, they actively educate clients through regular financial insights, covering contemporary concerns like investment scams, state pension strategies, and tax-efficient investing.
The firm demonstrates depth in specialised areas, evidenced by published guidance on inheritance tax planning and economic commentary from their Chief Economic Adviser. Their scale—200+ advisers managing substantial assets—provides robust expertise whilst maintaining personalised service. This combination of independence, expertise, accessibility, and educational focus positions AFH as a comprehensive wealth management partner for clients seeking professional guidance through life's financial complexities.
Services offered
Financial planningInvestment management servicesIndependent financial adviceState pension planningInheritance tax planningInvestment scam protection guidanceTax-efficient investment strategyOnline adviser consultations