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What is independent financial advice?

Financial advice isn’t hard to come by. But finding an expert, truly independent financial adviser (IFA) is a rarity.

Simply put, successful financial planning means achieving your life goals – through the effective, ongoing management of your finances. And the right IFA can help you get there like no-one else can.

Most banks and building societies are happy to provide advice and financial products (along with keeping hold of your savings and hoping you never go elsewhere).

However, compared to a genuinely independent adviser, the vast majority of these high street giants lack the ability, expertise and inclination to give you value for money. Moreover, their behaviour can be shocking! (Find out more on our Did you know page.)

As an IFA firm, we are free to make recommendations on financial services from the whole of the market. Unlike banks, we’re not tied in to any products or companies, which means we can offer truly independent, jargon-free, tailored advice for your situation – on a truly personal, one-to-one basis.

AFM’s years of expertise, access to exclusive financial opportunities, and lifelong contacts throughout the financial industry, mean we can offer you totally unbiased, expert, up-to-the-minute guidance on exactly what to do with your money. We are fully independent, local, friendly, and here for you.

To talk to an independent financial adviser, you don’t have to have lots of money. All you need is the desire to improve and have more control over your financial future.

So whether you want to review your existing investments, switch your savings to the best rates going, discover how you can get more out of your assets, ensure your pension is in tip-top condition, or just have an initial think about retirement – we’ll explain your best options simply and clearly. Then, we’ll look after you every step of the way.

It's what we've done for over 20 years – for people across the South West and the whole of the UK.

Want to read more about banks' recent behaviour? See our Did you know page…

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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

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Email: hello@afm.me.uk

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