AFH Wealth Management Tech Stack

UK wealth management firm with 200+ independent financial advisers

Financial Services Bromsgrove, Worcestershire 501–1,000 employees Founded 1990 Privately Held

AFH Wealth Management operates a network of over 200 independent financial advisers across the UK, delivering integrated advice and investment management. The tech stack is almost entirely Microsoft-dependent (Office, 365, Azure, Teams, Sentinel) with no cloud migration or AI adoption visible—a pattern typical of regulated financial services firms prioritizing compliance and control over innovation velocity. Hiring is support-heavy (12 of 38 open roles), reflecting the operational complexity of managing large adviser networks and client records at scale.

Tech Stack 36 technologies

Core StackAzure AD AWS Smartsheet Canva Mailchimp JavaScript TypeScript React Redux Webpack Vite Microsoft Office Word Excel Teams Outlook Azure Microsoft 365 SharePoint OneDrive VPN PowerPoint Microsoft Sentinel Purview ZTNA LinkedIn Hive Adobe Acrobat HTML5 CSS+6 more

What AFH Wealth Management Is Building

◆Challenges

Improving internal processes
Consistent t&c delivery
Compliance with regulatory standards
Maintaining accurate client records
Retaining advisers
Improving advice preparation efficiency
High volume inbound outbound calls
Robust process development
Evaluating business processes
Areas for improvement

▲Active Projects

Robust process development
Adviser onboarding and supervision
Implementation of new technology
Kpi and dashboard development
Risk assessment and vulnerability management
Integration of acquired businesses
Centralised assessments and coaching for adviser onboarding
Website seo improvement
Rebranding tasks
Lead nurturing across channels

Hiring Activity

Steady40 roles · 15 in 30d

Department

Support

Finance

Sales

Engineering

Ops

Research

Executive

Seniority

Mid

Senior

Junior

Manager

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About AFH Wealth Management

AFH is a UK-based wealth management and independent financial advice firm founded in 1990, headquartered in Bromsgrove, Worcestershire. The firm employs 501–1,000 staff and operates a distributed model centered on a network of over 200 qualified independent financial advisers. Services span financial planning, investment management (fully and partially managed solutions), pension and retirement planning, protection planning, and inheritance tax planning. Active projects reveal operational scaling pressures: adviser onboarding and supervision, KPI dashboarding, risk assessment, and business process development—all pointing toward tightening internal controls as the network grows.

HeadquartersBromsgrove, Worcestershire

Company Size501–1,000 employees

Founded1990

Hiring MarketsUnited Kingdom

Frequently Asked Questions

What is AFH Wealth Management's tech stack?

AFH relies heavily on Microsoft infrastructure: Office, 365, Teams, Outlook, Azure, Azure AD, SharePoint, OneDrive, and security tools like Sentinel and Purview. Secondary tools include AWS, Smartsheet for project management, and frontend frameworks (React, TypeScript, Webpack, Vite) for web properties.

How many financial advisers does AFH Wealth Management employ?

AFH operates a network of more than 200 qualified independent financial advisers across the UK, supported by a central team of 501–1,000 total employees.