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AFS Limited

AFS Limited

Independent Financial Advisers

Opening Hours 9am to 5pm Monday to Friday
Phone Number 01246 293 858
Contact Email info@afs.ltd.uk
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Category: Case Studies

Lifetime mortgage advice from AFS Chesterfield and Sheffield

An Alternative Source of Income in Retirement

19 June 2020
Case Studies

A case study on retirement planning and lifetime mortgages The Client’s Story Like many pensioners, Mr A was having problems […]

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Inheritance tax planning Sheffield and Chesterfield from AFS

An Effective Solution to Providing an Income and Reducing Inheritance Tax

19 June 2020
Case Studies

A case study on investment planning and inheritance tax reduction The Client’s Story Mr and Mrs K are in their […]

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Pensions, growth and tax savings from AFS Chesterfield and Sheffield

A Client with an Expanding Business

19 June 2020
Case Studies

A Case Study on Pensions, Business Growth & Tax Savings The Client’s Story Mr W runs a small engineering business […]

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Investment portfolio management from AFS financial advisers Chesterfield and Sheffield

Simplifying Investments

19 June 2020
Case Studies

A Case Study on Investment Portfolio Consolidation The Client’s Story An elderly client, Mr S, had built up significant savings […]

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Company pensions scheme advice in Chesterfield and Sheffield from AFS Ltd

Employer Pension Scheme

19 June 2020
Case Studies

A Case Study on Company Pension Management and Pension Reforms The Client’s Story ABC Ltd is a small company with fewer than […]

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Retirement planning from AFS, IFA in Chesterfield and Sheffield

Life After Work

19 June 2020
Case Studies

A Case Study on Increasing your Pension Income at Retirement The Client’s Story Mr E was approaching his 65th birthday […]

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Contact Us

AFS Limited
Brookdale
41 Clarence Road
Chesterfield
Derbyshire
S40 1LH

T: 01246 293 858
E: info@afs.ltd.uk

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    © AFS Limited
    Brookdale House,
    41 Clarence Road,
    Chesterfield,
    S40 1LH

    Registered in England and Wales No. 4238410

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    Opening hours

    9am to 5pm Monday to Friday

    We are members of the Equity Release Council

    Equity Release Council

    AFS Limited is authorised and regulated by the Financial Conduct Authority. Our Financial Services Register number is 196880. You can check this on the Financial Services Register by visiting the FCA’s website www.fca.org.uk/firms/financial-services-register

    The Financial Conduct Authority does not regulate some commercial and agricultural mortgages, some buy to let mortgages and advice on some taxation matters.

    We are members of the Equity Release Council. AFS Limited does not arrange home reversionary plans. All lifetime mortgages arranged through AFS Limited meet the Equity Release Council standards and come with several protections, including the no negative equity guarantee, which means you will never owe more than your home’s value.

    Your home or property may be repossessed if you do not keep up repayments on your mortgage. If you take out a lifetime mortgage it will reduce the value of your estate and may affect your entitlement to means-tested benefits.

    Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this.

    The information contained within this website is subject to UK regulatory regime and is therefore primarily targeted at customers in the UK.

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