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Keith Poultney Profile - NRG Member Directory

AFH Wealth Management Ltd



What We Do: Independent Financial Advise including Investments, retirement planning and options, funding for long term care, protection for the family, Equity release and mortgages.
Discretionary and Advisory Investment Management including Discretionary Portfolio Management,Investment advisory service and Stockbroking and share exchange,
Tax & Estate Planning including Estate preservation & Trust Planning, Inheritance Tax Planning and Tax efficient Investment Solutions
Corporate solutions including Pension planning for Directors, Company pension schemes, protection for your business & Key personnel.
Business Sector: Financial Adviser
Expertise: Individual & Corporate Protection, Pensions & Investments
Problems we solve: Full Financial Planning Services to ensure peace of mind whatever your wealth

Our Clients

Typical Client Size:

Corporate (>250 employees)

Medium (50-249 employees)

Small (10-49 employees)

Micro (1-9 employees)

Geography:

South West

Wales

Clients we work with: Solicitors, Accountants,Estate Agents and Insurance Agents

Contact Details

Position: Senior Consultant
Website: www.afhwm.com
Group: Cardiff