AFH Wealth Management Overview

  • Founded
  • 1990

Founded

  • Status
  • Private

  • Employees
  • 504

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 8

  • Investments
  • 68

AFH Wealth Management General Information

Description

Operator of an independent financial advisory firm intended to serve the high-net-worth private client market. The company offers investment management which includes pension and retirement planning, tax and inheritance planning, life cover and family protection and mortgages, thereby providing financial advice and insurance products at an affordable price point to help its clients meet their financial goals.

Contact Information

Website
www.afhwm.co.uk
Formerly Known As
AFH Financial Group
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • Buntsford Drive, Stoke Heath
  • Worcestershire
  • Bromsgrove B60 4JE
  • England, United Kingdom
+44 01527 000000

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AFH Wealth Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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AFH Wealth Management Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Operator of an independent financial advisory firm intended to serve the high-net-worth private client market. The compa
Asset Management
Bromsgrove, United Kingdom
504 As of 2023
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0000 0000-00-00
000000000000 000.00

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00000 0000000000
Southport, United Kingdom
00 As of 0000
000 0000-00-00
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00000 0000000000
Nuneaton, United Kingdom
00 As of 0000
0.00 0000-00-00
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AFH Wealth Management Competitors (23)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Ludlow Wealth Management Group Formerly PE-Backed Southport, United Kingdom 00 000000&0
000000000 000000 0 Corporate Backed or Acquired Nuneaton, United Kingdom 00 000000&0
0000 000000000 Private Equity-Backed Newcastle upon Tyne, United Kingdom 000 000000000000
0000000 0000 00000 Private Equity-Backed Cincinnati, OH 000 000.00 000000000 000.00
000000000 00000 Private Equity-Backed Newcastle, United Kingdom 0000 00.000 000000000000
You’re viewing 5 of 23 competitors. Get the full list »

AFH Wealth Management Executive Team (29)

Name Title Board Seat Contact Info
Alan Hudson Founder, Chief Executive Officer, Member of the Audit, Remuneration and Risk Committees & Member of Group Investment Committee
Paul Wright Chief Financial Officer & Board Member, AFH Financial Group
Suzanne Cousens Chief People Officer & Board Member
Alex Larvin Chief Risk Officer & Board Member
Stacey Costar Director, Operations
You’re viewing 5 of 29 executive team members. Get the full list »

AFH Wealth Management Board Members (8)

Name Representing Role Since
0000 000000 AFH Wealth Management Founder, Chief Executive Officer, Member of the Audit, Remuneration and Risk Committees & Member of Group Investment Committee 000 0000
0000 000000 AFH Wealth Management Chief Risk Officer & Board Member 000 0000
000000 00000 AFH Wealth Management Chief Advice Officer & Board Member 000 0000
00000 000000 AFH Wealth Management Chief Commercial Officer & Board Member 000 0000
0000 000000 AFH Wealth Management Chief Financial Officer & Board Member, AFH Financial Group 000 0000
You’re viewing 5 of 8 board members. Get the full list »

AFH Wealth Management Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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AFH Wealth Management Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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AFH Wealth Management Investments & Acquisitions (68)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000 0000000 04-Nov-2019 0000000000 00000 Other Financial Services 0000 0000
000000000 000 17-Sep-2019 0000000000 00.00 Other Financial Services 0000 0000
00000000 0000 13-Sep-2019 0000000000 00.000 Other Financial Services 0000 0000
0 0 0000000 0 01-Jul-2019 0000000000 00.000 Asset Management
Hayburn Rock Group 14-Jan-2019 Merger/Acquisition 00.000 Other Financial Services 0000 0000
You’re viewing 5 of 68 investments and acquisitions. Get the full list »

AFH Wealth Management Subsidiaries (2)

Company Name Industry Location Founded
Shape Financial Other Financial Services Bromsgrove, United Kingdom 2006
00000 000000 Asset Management Hemel Hempstead, United Kingdom 0000
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AFH Wealth Management Exits (3)

Company Name Exit Date Exit Type Exit Size Status Buyers
00000000 01-Jun-2017 000000000000000000 00.000 Completed
  • 000 000000 0000000
00000000 000000000 31-Jul-2015 000000000000000000 00.000 Completed
  • 000 000000 0000000
Plester Group 10-Feb-2015 Merger/Acquisition 00.00 Completed
To view AFH Wealth Management’s complete exits history, request access »