Securing the financial future of your loved ones

you need to be protected

What would the financial impact be on your family if you were to die? What if you were unwell and no longer able to work? What if you lost your job and had no income for a period of time? We know this is a complex and sensitive area, but all of these dangers can be mitigated with proper planning.

We start by looking at your financial position and really understanding what you want to achieve.

We will discuss and illustrate the financial impact of various scenarios, to understand how you need to be protected.

We review any existing protection policies to see if they are fit for purpose, and take all necessary steps to ensure you are completely protected should the worst happen.

Once we have a plan in place, we don’t stop there though. We know that your needs may change, so we review your arrangements on an ongoing basis to make sure they continue to meet your needs.

We can help you make sure that you are protected whatever life brings.

Protection Options

  • Decreasing Term Assurance
  • Term Assurance
  • Income Protection Insurance
  • Critical Illness Cover
  • Whole of life Insurance
  • Family Income Benefit
  • Trusts
  • Business Protection
  • 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