Mortgages Investment Retirement Protection Business Inheritance Tax
Welcome
Thank you for visiting the web site of AFS Financial Solutions. We are a team of Independent Financial Advisers whose aim is to provide professional, straightforward advice with excellent service to both personal and business clients.

What is financial planning?

Financial Planning is all about making sure that for whatever your plans in life are, you always have the right financial support to help make them happen; to protect the financial security of you and your family today, as well as to help you plan for tomorrow.

To many people, as long as their income covers their spending, they are happy. Sitting down and planning for the future is just one of those tasks that is easily put off for another day. Jargon, seemingly complicated rules and the sheer amount of choices available to you in the market place mean many struggle to get past the first hurdle; simply asking themselves what is important to them, and how adequate are their existing plans.

Like it or not, money is a key part of our lives. So a little time with a finance professional is a great place to start in making sure you are getting the most from your money both now and in the future.

How Can We Help?

Through our team of finance professionals, we can offer focused advice on any of the following areas:

  • Mortgages
  • Life Insurance
  • Income protection & Critical Illness Cover
  • Pensions and Retirement
  • Investment Selection and Management
  • Regular Savings
  • Inheritance Tax & Estate planning

Your home may be repossessed if you do not keep up repayments on your mortgage.

You can choose how we are paid for our mortgage advice; pay a fee of typically .35% of the loan amount or we can receive a commission from the mortgage lender.

The best way to find out what we do and how we could help is to make an appointment. Your initial consultation is completely free of charge and will allow you to decide if we are the right people for you.

A General Financial Review?

This is possibly the most vital service we provide. It allows you to view your finances as a whole; to understand what effect your mortgage choices could affect your retirement plans (if at all), and to perhaps better allow you to determine your overall financial priorities.

We will give you instant feedback on whether or not you have the best possible mortgage deal, if your pension plan is likely to give you the income you want when you retire, or even possibly what you could do to ensure you pay less tax!

We recommend a full review at least once a year.

Regardless of the level of service you choose, we take time to fully understand your own requirements and concerns. We consider what actions could be taken, and give consideration to the arrangements you already have in place. Each planning area can be considered in as much or as little detail as you wish.

What makes AFS different?

It may be that you know exactly what you want and just need help to make it happen; it may be that you simply want the re-assurance of a professional opinion regarding your overall financial health.

Whatever level of support you need, your adviser will use the full resources of AFS Financial Solutions to ensure you always get the best advice.


  • We treat each of our clients as an individual. There is no “one size fits all” attitude.
  • Meetings are always at a time and place convenient to you.
  • We are a team of seasoned professionals. We’re all experts within our fields and right up to date with the latest products and policies.
  • We pool our knowledgeto provide you with the very best solutions.
  • We offer totally independent advice. We are not tied to any product providers whatsoever – this means you are our one and only priority.
  • We make an ongoing commitment to review your finances as your circumstances alter or your goals change. Advice given today may not be suitable for you in 5 years time – we keep checking.
  • Our advisers speak in everyday English. We pledge never to use jargon.



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