Specialist Financial Planning Advice

What would happen if a key member of your company dies or is diagnosed with a serious medical condition? It may have a heavy financial ramification. Good business owners plan for all eventualities within their business which includes protecting their key staff and future profits.

We offer a wide variety of specialist financial advice, in which we have extensive experience. These cover a wide variety of areas including:

SIPP and SSAS property purchase
Pension scheme loan-backs
Shareholder and key-person cover
Inheritance tax and estate planning
Equity release

For more information on any of these or our other financial services please call us on 01246 293 858 or email us on info@afs.ltd.uk.

Paul says ……

Thank you for looking after me and my pension over the last couple of years. Despite previously being a bit sceptical and baffled by the whole ‘pensions’ thing I am more than happy with what you have put in place for me. For me I’ve got a pension that’s as good as it gets, thank you.

Rita says ……

Since our retirement David has been invaluable in helping us with our investments and pensions. He listened to what we wanted to do and helped us achieve it. We are now feel confident and secure with our financial affairs. I would have every confidence in recommending David to my friends and family.

Ben says ……

Thank you for helping me through the minefield of re-mortgaging my property. You clearly explained the options available to me in plain English. Through your guidance I was able to find the best deal for me.

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.