About us

We provide independent financial advice to all individuals, parents, families and companies and also specialise in advice to academics. Our subsidiary company at The Little Big Pension Company is able to provide analysis and investment monitoring of your various pension schemes.

Who we are…

Affinity IFA is committed to the concept of independent financial advice and we believe in the importance of tailor-made financial solutions. We provide a ‘one-stop-shop’ for all your financial needs, coordinating an accountancy service, legal support and integrated financial planning. We use specialist experience and knowledge in the fields of wills, trusts, accountancy and law and apply these skills to the needs of our clients. We have established a reputation built on trust and we are pleased to provide testimonials from our existing clients who will offer reassurance and confidence in the advice that we give.

What we do…

One of the most important and highly valued aspects of the Affinity service is being relied upon to offer immediate assistance as and when it is required. Our existing clients can simply pick up the phone and talk to an advisor who understands the question and can give an answer in plain English.

How we do it…

We like to hold personal, individual meetings with all our future and existing clients on an ongoing basis so that they are able to receive quality information to enable them to make an informed decision. We have a team of fully qualified independent financial advisors who individually specialise in different areas of the financial market. We never expect our clients to travel, as we will always come to you, unless the client specifically prefers to meet with us at our offices.