AFH Wealth Management (Highcliffe) - Christchurch

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AFH Wealth Management (Highcliffe): A Comprehensive Overview

AFH Wealth Management (Highcliffe) is a distinguished financial planning firm dedicated to providing comprehensive and personalized wealth management solutions. Located in the picturesque coastal town of Highcliffe, Dorset, the firm operates from Suite 7, Brearley House, 278 Lymington Road, Christchurch BH23 5ET, United Kingdom. They can be reached by telephone at 1425282181, and their website is afhwm.co.uk. The firm’s specialization lies firmly within financial planning, catering to a diverse clientele with varying financial needs and aspirations.

Location and Accessibility

The Highcliffe office offers a convenient and professional environment for clients. The facility is designed with accessibility in mind, featuring wheelchair accessible parking and a wheelchair accessible restroom, ensuring a comfortable experience for all visitors. Appointments are required to schedule consultations, reflecting the firm’s commitment to dedicated client attention.

Key Features and Services

AFH Wealth Management (Highcliffe) distinguishes itself through a client-centric approach. They prioritize understanding each individual’s unique circumstances, goals, and risk tolerance. The firm provides a wide range of services including:

• Pension Planning: Strategic advice concerning retirement savings and income generation.
• Investment Management: Tailored investment portfolios designed to align with client objectives.
• Inheritance Tax Planning: Guidance on minimizing inheritance tax liabilities.
• Financial Planning for Major Life Events: Support during significant transitions like marriage, divorce, or the purchase of property.

Furthermore, the firm offers online appointments, providing flexibility and convenience for clients who prefer virtual consultations. They also provide onsite services, allowing for face-to-face meetings and a more personal touch. The firm maintains a restroom for client comfort.

Client Feedback & Reputation

AFH Wealth Management (Highcliffe) consistently receives positive feedback regarding its expertise and client service. Their presence on Google My Business demonstrates a commitment to transparency and engagement with the local community. The average opinion reflects a remarkably high level of satisfaction – 5/5. It’s apparent that clients appreciate the clarity and straightforwardness of their advice, avoiding complex jargon and focusing on practical, well-informed decisions.

Conclusion and Recommendation

AFH Wealth Management (Highcliffe) presents itself as a reliable and knowledgeable partner in achieving financial well-being. Their commitment to accessibility, combined with their specialized expertise in financial planning, makes them a compelling choice for individuals seeking professional guidance. For anyone looking to gain a clearer understanding of their financial future and develop a robust, tailored plan, we strongly recommend visiting their website at afhwm.co.uk and scheduling a consultation.

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👍 Reviews of AFH Wealth Management (Highcliffe)

Rob D.

5/5

I have benefited from the advice of Darryl at Inshore IFA over the past 7 years. Unlike many financial experts he doesn't baffle you with jargon, instead he explains what your options are and helps you to make the right balanced decisions based on talking about things like your attitude to risk. I've always found that whatever financial decision you find yourself having to make, whether pensions, general investment or inheritance advice, he's a great guy to do business with and I always look forward to our meetings, which is not something you can say for most financial discussions!

Wimborne 4. C. S.

5/5

We have taken financial advice from Darryl for over 15 years. He has always been reliable, dependable, knowledgeable, straight-talking and a pleasure to deal with, he has provided us with what has proved to be sound advice. I would not hesitate to recommend his services to anyone seeking financial advice.

RJ68 1.

5/5

Daryl and his very competent team at Inshore have been looking after my pension and mortgage for the last 10 years and I would highly recommend this company for any financial advise you may require.