Support

Kim has worked in financial services since 1981, initially with large Companies and working in both advisory and management roles. In 1999 the opportunity came to take this experience and be [...]

Matthew joined Affinity in 2019 to help conduct research & analysis for clients, in addition to preparing Suitability Reports and aiding with compliance. Matthew started his career in [...]

Fern was new to the industry when she joined Affinity in 2018 as a trainee financial advisor after studying International Business at Maastricht University. She has since qualified as a financial [...]

Daniel Stone is one of our qualified Paraplanners.

Kelly has recently returned to Affinity as our Systems Analyst, providing support to the Directors, the admin team and advisors whilst assessing and streamlining the processes and systems [...]

Catherine joined Affinity in May 2017 to help with Business Support and in particular Suitability Reports and compliance. Catherine has worked in the financial services industry for over 20 years [...]

Lynsey joined Affinity in May 2012 as our Pensions Administrator. Lynsey has worked in the financial services industry for 16 years and has a wealth of administration experience and prides [...]

Janette joined our team at Affinity in January 2019 assisting with Business Support and Compliance. Janette has worked in the Independent Financial Services sector for over 20 years, providing [...]

Beverley has over 25 years experience in the financial services industry; as a manager for Santander, and for the last 13 years, a financial planning administrator in the Independent Financial [...]