AFS Independent Financial Advisors, Chesterfield

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Savings and investments advice from AFS Sheffield and Chesterfield

Case Studies

We believe that the best financial advice is often the most simple. The following case studies are examples of the type of work that we have carried out for some of our clients in order to help them achieve their goals. Click on the links below to read the case studies.

An Alternative Source of Income in RetirementAn Alternative Source of Income in Retirement

Many pensioners find themselves dipping into their savings to maintain their standards of living after retirement. AFS helped this particular client retain his assets whilst remaining financially secure.

Click here to read the full case study...

An Effective Solution to Providing an Income and Reducing Inheritance TaxAn Effective Solution to Providing an Income and Reducing Inheritance Tax

In later life, many wish to leave their savings to their family. AFS helped this couple generate an inheritance tax saving whilst they continued to receive an income from their investments.

Click here to read the full case study...

A Client with an Expanding BusinessA Client with an Expanding Business

Pension plans can be a valuable resource when faced with an expanding business. AFS helped this client relocate by utilising his existing pensions to buy premises in a tax efficient manner.

Click here to read the full case study...

Simplifying InvestmentsSimplifying Investments

Savings and investments with different product providers can be confusing and hard to keep track of. AFS helped this client simplify his affairs using an investment portfolio consolidation.

Click here to read the full case study...

Employer Pension SchemeEmployer Pension Scheme

Many small businesses seek advice on pension schemes and Auto Enrolment. AFS helped this company to understand their responsibilities and take the best course of action for their employees and their business.

Click here to read the full case study...

Life After WorkLife After Work

Before claiming a pension, people of retirement age may consider the best way to maximise their income. AFS advised this couple on the best way to do this whilst taking into account their medical history, increasing their income by 15%.

Click here to read the full case study...

These case studies are examples only, they are based on real situations but the characters are fictional.

Contact Us

AFS Limited
Brookdale House
41 Clarence Road
Chesterfield
Derbyshire
S40 1LH

T: 01246 293 858
E: info@afs.ltd.uk

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