Shape Financial was established with a premise to provide truly independent financial planning excellence. With Independent Financial Advisers located throughout the West Country, we are a proactive and dynamic team who, in an ever-changing marketplace, are able to distil complex industry concepts into easily understandable solutions that benefit your financial needs.
In order to provide you with effective financial planning we offer a consistent customer journey tailored to suit your needs. We listen to your goals and aspirations, and then tailor solutions to ensure your money works hard for you and that you reap the benefits when you need them. How much involvement and management you want from us is up to you. Together we can shape a strategy that meets your short, medium and long term goals.
Shape Financial are a West Country based team of Independent Financial Advisers, who provide support and advice to both individual and corporate clients. The business has expanded rapidly over recent years and became part of the AFH Financial Group PLC in July 2013.
The group is headquartered in Bromsgrove, Worcestershire and was founded in 1990 by Chartered Financial Planner, Alan Hudson. AFH Financial Group Plc is a public quoted company with shares trading on the ISDX Growth Market, a market operated by the ICAP Securities & Derivatives Exchange Limited. The Company floated on 23rd June 2011 and has the ticker symbol ‘AFHP’.
Shape Financial Ltd. is authorised and regulated by the Financial Conduct Authority. www.fca.org.uk/register. Financial Services Register no. 464921. Registered in England and Wales. Company no. 6024734. Registered Office: AFH House, Buntsford Drive, Stoke Heath, Bromsgrove, Worcestershire B60 4JE. Shape Financial Ltd is a wholly-owned subsidiary of AFH Financial Group Plc (company no: 07638831).