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Former The Fry Group financial planner sets up UK firm

By Alina Khan, 4 Sep 23

To help clients make ‘wise investment decisions and minimise tax liabilities’

To help clients make 'wise investment decisions and minimise tax liabilities'

Financial planner Finn Houlihan has set up his own tax-led advice firm called AAF Financial.

The firm will offer a range of services consisting of tax-optimised investment strategies, estate and wealth transfer planning, retirement planning and business tax planning.

It will also offer financial health checks and help those who are returning or moving to the UK.

Houlihan was previously at The Fry Group and the Arlo Group and is committed “to ensuring that his clients are not only making wise investment decisions, but also minimising their tax liabilities with AAF Financial”.

AAF Financial has three branches based in Devon, London and Lancing.

Houlihan said: “I remain fully focused and committed in helping clients navigate the complexities of their financial lives while harnessing the power of tax planning to secure their financial futures.”

Tags: Arlo | The Fry Group | UK

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.