Welcome

Thank you for visiting our Website. 

The majority of people and companies will benefit from Impartial Financial Advice and there are many financial products that should be considered and many that you can only access via an IFA.

As Independent Financial Advisers we can research the whole market to source a product or range of products tailored to best meet your requirements and we will provide a professional and friendly service.  We are approachable, friendly and down to earth.  We aim to retain our clients, building relationships that last based upon service and mutual respect. 

Our company has been built on solid foundations over the last thirteen years and our principal has twenty years experience advising personal and corporate clients mainly in the south west of England.  The majority of our clients have been and are recommended to us.  Please explore our website to find out more about Advanced Financial Management and the services we offer.  When you are ready to discuss your requirements in confidence, please contact us via telephone or email.

You can also access our Online Services page to obtain quotations and transact business on-line now. We also believe that Testimonials received from clients confirm that our advice is thorough and that our personal service and attention to detail is excellent.  Please click the following link to read a selection of Testimonials from satisfied clients, they are real people who required advice and with whom we have developed an excellent working relationship: Testimonials.

Please also note that not all of the products/services mentioned on this website are regulated by the Financial Services Authority.

  • Online Services

    To research and buy products safely online - please click here

  • News and Comment

    Up to the minute Financial news from various sources - please click here

  • Trustnet

    create a watchlist, valuations and alerts for your investments

  • Recruitment

    To find out more regarding Career opportunities within AFM - please click here

Budget

Advanced Financial Management is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 424392

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Neither Advanced Financial Management nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.