Client Services
- Client Login
If you are already a client of AFS Chartered Financial Planners and have your user name and password, this is where you Login in order to access the services area.
- Register here
This is where you register your personal details and start to benefit from the services that we offer. The main benefit of using this service is that you no longer need to type in your details in order to complete forms or online services. Registration is free so feel free to try out our services.
We will help you achieve your financial goals.
- We review your current financial position
- We assess what assets you have which are not working and help make them work
- We will ensure your pensions and investments are working the best way they can for your needs
- We will agree a regular review programme with you, making important changes along the way, if necessary
- We will discuss matters in plain English and free of jargon.
We offer two distinct Services:
- Focused Financial Planning, where we can help you achieve one or two specific objectives such as mortgage advice, pensions or investment planning or help with Inheritance Tax liability.
- Wealth Management Service, providing full access to core and specialist pension and investment planning and can incorporate a full Future Financial Lifestyle Planning Review and a review of all your existing plans. Clients can benefit from special terms agreed by AFS with certain providers and Fund Management groups.