OUR SERVICES

Financial Planning is about more than just good advice or investment returns.  It’s about providing guidance you can trust.

SOUND FINANCIAL ADVICE

Good financial advice is about helping you make the most of your money and ensuring you are in the best financial shape possible, so you can take control.

What are your goals in life?
By understanding your life goals we can start formulating a plan of how you can get there. We can help you to provide a full ‘financial forecast’ and to consider your financial position and cash flow at different times in your life.

Financial planning is a long-term service – by helping you think about your long-term goals and aims, a financial planner can put steps in place to help.  Regular reviews, regular updates and ongoing support will ensure you stay the course and achieve your goals.

  • 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