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What We Do at AFM

When will I be able to afford to retire? How much money will I need to achieve the lifestyle I want? How will my pension work under the new government rules? Are my savings and investments performing as well as everyone elses'?

We're here to help you answer life's important questions. From maximising your income in retirement to protecting your business, AFM's tailored, independent financial advice has helped people across the South West and the rest of the UK to feel secure, informed and confident about the future – for over 20 years. Call or email us today to arrange a no-obligation discussion about your plans, hopes or worries...
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Retirement Planning, Equity Release

Maximise your income and pension, make your assets work for you and achieve your ambitions – for you and your family. 

Investments, Savings, Portfolio Reviews

Is your money in the right place? Find out how your Investments can benefit if managed by AFM and leading Discretionary Fund Managers.

Protection

Find out how to protect you and your family, your income and your employees.

Tax planning, Lifestyle Planning

Find out the most tax-efficient ways to arrange your finances;
Build a Lifestyle Plan and achieve your goals!

We do all sorts of things – get in touch to find out how we can help you! We’ll review your existing arrangements to ensure you’re getting value for money, and then provide you with tailored, expert, independent advice on how to move forward. Taking control of your financial future is a phone call away…
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  • Investments
  • Pensions
  • Equity Release
  • Early retirement
  • Savings
  • Mortgages
  • Inheritance Tax planning
  • Protection
  • Life Assurance
  • Wills and Trusts advice
  • School fees planning


Want to know how our services work and how we are paid? Click here.

Taking an active approach to your financial future is as simple as picking up the phone. Call 01823 413963 today to arrange a completely free, confidential appointment with an adviser. You can find all our contact details right here.

Remember: the right decision is an informed one.

- Equity Release is a lifetime mortgage; to understand the features and risks, ask for a personalised illustration.c


- The value of an investment can fall as well as rise and you may not get back the original amount invested.

- The Financial Services Authority does not regulate will writing and taxation advice.

Testimonials

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  • In 2009 AFM arranged some Private Health Insurance for me, later that year I had a life-changing accident at work and have not been able to return to work since. I dread to think what trouble I might be in now had it not been for AFM's expert advice.

    Mr Henderson,
    Weston-Super-Mare,
    North Somerset

  • In a short space of time AFM increased my investment, so that I was able to retire at 53 with a considerable monthly income.

    Mr Carroll,
    Weston-Super-Mare,
    North Somerset

  • I first dealt with AFM in 1999 when I needed advice on resolving a dispute over a miss-sold AVC Pension. They accepted the challenge and achieved the best result we believed possible.

    Mrs Bale, Bridgwater, Somerset

  • I have dealt with a number of Financial Advisers but few have given me the professional attention and confidence that I have had from AFM, from the first day I met them.

    Ms Hardy,
    Weston-Super-Mare,
    North Somerset

  • I have always found AFM to be very professional and thorough, and the advice given has always been well researched. Mark has also become a close friend who I trust and can fully recommend.

    Mr Parslow, Taunton, Somerset

  • AFM have helped me to release Equity from my home – my income has not only increased, but I have a beautiful sun lounge as well! Life is so easy because they visit me at home and make everything seem so simple.

    Mrs Bush, Dorset

  • I was introduced to Mark Warner 12 years ago at the age of 22. He has been instrumental in the arrangement of several mortgages – from a financial perspective, I would be lost without him!

    Mr Evans, Clevedon, North Somerset

  • AFM's excellent service also included constant support and advice throughout what was a rather stressful time and this was most reassuring and comforting.

    Mr & Mrs Rose, Bishops Lydeard, Taunton

  • AFM have enabled me to make sound financial decisions and investments – from insurance advice to mortgage decisions. THey are always friendly and professional, with attention to fine detail.

    Mrs Worrall, Warminster, Wiltshire

  • AFM were recommended to me by a friend when I was trying to sort out my Endowment Mortgage. They're always well organised to go through things with me, and explain everything clearly and simply.

    Miss Woodfin,
    Weston-Super-Mare,
    North Somerset

  • My partner and I bought a brand new house, but the developer gave us only four weeks to exchange and complete the purchase. We made the deadline, but there is absolutely no way this would have happened without the involvement of Advanced Financial Management.

    Mr Reid, Bushey, Hertfordshire

  • Last year AFM advised me to move my money, and I now own an apartment in Tenerife where I live in the winter. I know if there is a better place for my money, I can rely on AFM's advice.

    Mr Carroll,
    Weston-Super-Mare,
    North Somerset

  • AFM were recommended to me when I was at a low ebb emotionally and financially. They were, and still are, totally supportive, and have produced far more from my capital than I had thought possible.

    Mrs Bush, Dorset

  • AFM organised everything with our mortgage lender, took the time to chase the solicitors, and also organised the Life Assurance cover in connection with the purchase. Their attention to detail is superb and they constantly communicate with all parties to ensure that all is going to plan.

    Mr Reid, Bushey, Hertfordshire

Read all our Testimonials in full

Contact Us

Call: 01823 413963
Email: hello@afm.me.uk

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