INVESTMENTS & ISAS
SAVING AND INVESTING REGULARLY WILL SIGNIFICANTLY CHANGE THE WAY YOU LIVE YOUR LIFE IN THE FUTURE
cut through the complexity
In our experience, people often think that the world of investments seem complicated and overwhelming. We can help you cut through this complexity, simplify your investments and make sure they always work hard for you. We do this by following a simple but effective process.
• It’s important to look at your financial position and really understand what you want to achieve.
• We will work with you to fully assess your attitude to investment risk. Should you invest cautiously and limit your risk, or should you go for high levels of growth and what does this mean?
• We assess and take into account any existing savings and investment arrangements you have.
• We help you understand the basics of successful investing and answer any questions you have about your current investments.
• Finally, once we have a plan in place, we don’t stop there. We continually monitor your investments, reporting their performance to you regularly and reviewing where necessary.
- Unit Trusts
The service given by Affinity is personal, well focused and effective. I am happy to recommend them.
The service & support provided by Aaron and Affinity, was friendly, efficient and very helpful. Thank you.
The service Steve provided was friendly & helpful.
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.
The consultant found us good deals, but when we already had the best price with someone else, he said so.
I have received excellent advice from my advisor for over 20 years.
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.
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.