About David Reilly - AFH Wealth Management

At AFH Wealth Management, we are worth knowing as we are here to offer you independent, impartial advice and guidance.
I have over 23 years industry experience providing tailored financial solutions for clients. I use my skills, to listen, and build a long-term relationship and put plans in place in order for my clients to achieve their objectives.We will work with you to help you realise and form your financial objectives. For many, a clear financial path is not always evident, and it is our job to help you pull together all constituent elements to build this.Managing your hard-earned money and staying on track with your financial plan is a complex task. At AFH Wealth Management, we will guide you through the evolving web of tax and pensions legislation whilst also providing insight and guidance to financial markets and how these impact on your investments. It can be difficult to make and implement such big decisions without help and expert guidance. We help you to understand and make sense of your finances, put in place investment plans for the future and crucially, monitor progress to make sure that they stay on track.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group protection

  • Mortgages:
  • Mortgage protection
  • Remortgage

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