AFH Wealth Management St Albans

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AFH Wealth Management St Albans - overview

Established

2010

Location

St. Albans, -, UK

Primary Industry

Financial Services

About

AFH Wealth Management St Albans (formally known as Avidity Wealth Management Ltd) is a UK-based financial advisory firm, specializing in comprehensive wealth management services for individuals and businesses. Their focus on tailored financial solutions helps clients achieve long-term financial success. AFH Wealth Management St Albans (formally known as Avidity Wealth Management Ltd), founded in 2010, provides holistic financial advice geared towards individual and corporate clients. Originally operating under the name Avidity Wealth Management Ltd, the company underwent a rebranding following its acquisition by AFH Independent Financial Services Limited in October 2025.


The firm's headquarters is located in St. Albans, UK. The acquisition is aimed at strengthening service offerings and expanding the firm's market presence in the South-East of the UK. AFH Wealth Management St Albans (formally known as Avidity Wealth Management Ltd) delivers a comprehensive suite of financial services designed to meet the diverse needs of both individual and corporate clients.


Central to their offerings is holistic financial advice that includes wealth management, investment planning, retirement planning, inheritance tax planning, tax planning, life insurance, income protection, and business planning. These services are tailored to address specific financial objectives, providing clients with a clear, jargon-free pathway to understanding their investment options and planning for their financial futures. The firm serves a broad client base, including families and businesses across the UK, facilitating a personalized approach that aligns with clients' unique financial circumstances and life goals. The company integrates its services within various geographical markets, ensuring that clients can navigate the complexities of financial products and services seamlessly across regions.


AFH Wealth Management St Albans (formally known as Avidity Wealth Management Ltd) operates on a revenue model primarily centered around advisory fees and service charges for the financial products and services offered to clients. The transaction structure involves direct relationships with clients, who engage the firm for bespoke financial advice and management services. Clients typically pay fees based on the nature of the services they require, such as investment management or retirement planning, which are structured to reflect the complexity and scope of the financial advice provided. These services are designed to generate ongoing revenue for the firm through asset management fees, which are calculated as a percentage of the assets managed, thereby aligning the firm's interests with client outcomes.


The company’s flagship services cater to a wide audience, enabling it to maintain a robust revenue stream through its diversified financial service offerings. In October 2025, AFH Independent Financial Services Limited acquired Avidity Wealth Management Ltd, which has since rebranded as AFH Wealth Management St Albans. The acquisition aims to enhance the service offerings of AFH Independent Financial Services Limited and strengthen its presence in the South-East of the UK. Moving forward, the company plans to expand its market reach and develop new product offerings aligned with client needs, leveraging the recent funding to support these initiatives.


Current Investors

AFH Independent Financial Services Limited

Primary Industry

Financial Services

Sub Industries

Consulting Services, Investment Banking, Accounting Services

Website

www.afhwm.co.uk/

Verticals

FinTech

Company Stage

Add-on

Total Amount Raised

Subscriber access only

AFH Wealth Management St Albans - financials

Fiscal Year EndedMar 31, 2017Mar 31, 2018Mar 31, 2019Mar 31, 2020
Revenue (USD)----
% Revenue Growth (YoY)----
EBITDA (USD)----
Operating Income (USD)----
Operating Margin----
% EBITDA Margin----
NET Income (USD)626,710---
% Net Margin----

AFH Wealth Management St Albans - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Add-onCompletedAFH Wealth Management St Albans-

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