CASE STUDIES

I need a lump sum of money, but don’t want to sell my home

July 2, 2018

Our Client’s Situation: One of our long-standing clients recently lost her husband and had to re-evaluate her finances and priorities. She loved the house they shared and also the weekend [...]

I’m thinking of retiring. How do I prepare my finances in the right way?

June 1, 2018

Our Client’s Situation: We received a telephone enquiry from a gentleman who wanted to understand his pension options and how best to plan for his imminent retirement. He had worked for [...]

The service given by Affinity is personal, well focused and effective. I am happy to recommend them.

Tony Little Ex-Headmaster, Eton College
The service & support provided by Aaron and Affinity, was friendly, efficient and very helpful. Thank you.

Steve Perryman & Family Ex-Professional Footballer
The service Steve provided was friendly & helpful.

Nigel Woods MD, Advance Fuels
Rob has always been very knowledgeable, helpful and proactive. He never rushes our meetings and takes time to understand our particular situation. We certainly don’t feel like another number in his list of customers.

Dr Ben Rickayzen Cass Business School
The consultant found us good deals, but when we already had the best price with someone else, he said so.

Prof. David Sims Cass Business School, City University
I have received excellent advice from my advisor for over 20 years.

Mrs C Meyer Headteacher
I’ve been impressed with the support given to me by Joshua. I’d forgotten just how stressful house hunting can be, but it’s good to know that at least someone’s got my back financially.

Malcolm James Retired
Josh did you proud today at our meeting to arrange the mortgage. He was prompt, organised, competent, professional and clear in his explanations. The meeting was a most successful one thanks to his excellent manner.

Phil Macleod Senior Master and President of the Masters’ Common Room. BA; B.Ed (Hons), Eton College