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How it All Works – the AFM advice process

Our advice process is simple and clear – as easy as 1-2-3!


1

The first step is simply to get in touch. Call, email or drop by the office, and we’ll arrange a completely free, confidential, initial consultation that carries no obligation at all. It’s a chance to get to know each other, discuss our services, and think about which services may be right for you.

Our skill is understanding your situation and making sure you understand the advice we give. We’ll provide you with clarity, knowledge and down-to-earth common sense. Most importantly, we won’t put you under pressure to follow our recommendations.


2

Next, we’ll agree on how AFM will be paid if we decide to move things forward. We’ll agree on whether you’ll pay us a fee for our work, or if we are to be paid a commission from the cost of a financial product you buy. Whether by way of commission, or fees, or a combination of both, no charges will be made without prior discussion and agreement.


3

Finally, we’ll develop a strategic financial plan to help you achieve your financial goals. We’ll help you develop a better grasp of financial issues, show you what we’ve achieved for others in your situation, and provide you with a roadmap of informed choices. Independent financial advice isn’t a one-off. You’ll get a personal service from the team – either in person, over the phone or a combination of both to suit you. 

Quite simply, we’ll help you put a strategy in place. A strategy that can be constantly reviewed, managed and enriched. It’s what we’ve done for over 20 years – for people across the South West and the rest of the UK.

We’ll do the paperwork – you’ll do the peace of mind.

Call 01823 414963 to arrange your free, no-obligation meeting, or email us at hello@afm.me.uk

Testimonials

quote
  • 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

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

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