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WELCOME TO AFA

Financial advisers located in Northampton , Northamptonshire

Our approach is to provide a bespoke service to all of our clients in a clear and cost effective way.

We are part of Quilter financial planning network, a national company, therefore we are able to service clients throughout the UK. Our highly experienced financial advisors can provide you with a personal and professional service either remotely or in our established office located in Northamptonshire.

AFA has been providing financial planning and wealth management services to individuals and companies since 1995. While based in Northampton, we have clients all over the UK. We believe we are a little different from a lot of firms you may have come across.

Call us today on 01604 790040 or email us at [email protected] and we'll be pleased to help you.

Financial Services

We offer a full range of financial services and have highlighted three of our most popular below.

How We Work

Here's how we formulate the plan towards your goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

Our plan for you

1Understanding You

By gathering information from you we will find out about any plans you already have in place. Then by exploring your attitude to risk and return, and your hopes and aspirations, we will build a picture of what you want to achieve. At this stage you will find out what to expect from us and how you will benefit from using us. We do not usually charge a fee for this stage.

2Planning

We’ll explore and research various scenarios to make suitable use of your existing plan. We’ll then recommend how you can build on your existing plans so you give yourself the best chance of achieving your goals.

3Implementation

Like most of our clients, you will probably prefer us to do the necessary work to put your plan into action. We will work on your behalf with the provider or lender. This will save you a lot of time and effort and ensure your plans are set up correctly. We will charge you a fee for doing this, which we will explain to you. Alternatively, you may decide to implement our recommendations yourself, in which case we just charge you for our time and advice.

4Refine

Nothing stands still, so it makes sense to check the progress and appropriateness of your plans regularly. We suggest you do this annually. This way you will find out if your plans are affected by changes to legislation or taxation. You will also hear from us if we have something that we feel will interest you.

Want to make the most of your wealth?

Contact us now to speak to one of our Financial Advisers

Don't miss this opportunity!

Where we are

AFA House, 2 Scirocco Close, Moulton Park, Northampton , Northamptonshire, NN3 6AP

Privacy Notice

Registered address: AFA, AFA House, 2 Scirocco Close, Moulton Park, Northampton NN3 6AP

AFA is a trading style of GP Anderton (Life & Pensions) Ltd an appointed representative of Quilter Financial Services Limited which is authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited is entered on the FCA register (https://register.fca.org.uk/s/) under reference 440703.

GP Anderton (Life & Pensions) Ltd is registered in England and Wales. Company number 2994922.

The guidance contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Services Limited 05/04/2024

Give us a call on 01604 790040 or drop us a message