Our Services
A range of financial services for individuals, families and companies. At Affinity we believe in the importance of financial advice tailor-made for the client’s individual requirements.
We are proud to offer a one-stop shop for all your financial requirements. Our main services include:
- General Financial Advice
- Pension Advice & Ongoing Monitoring
- Investments
- Mortgages
- Loans (Secured & Unsecured)
- Wills
- Trusts
- Financial Advice for Universities, Colleges & Independent Schools
- Accountancy
- Legal Support
- Financial Planning
Please do not hesitate to get in touch for further information on any of our services
Pension Performance Review Service
This initially provides analysis of all your various schemes and enables or clients to understand the value of their pension plans at all times, this service is provided by Affinity and The Little Big Pension Company.
Please remember…
The Financial Services Authority (FSA) does not regulate advice on Wills, Trusts, Accountancy or Law. With regard to mortgages please notes that your home could be at risk if you do not keep up the repayments.
Latest news
Please be aware that the ISA allowance has now increased to £10,680 per year for each person.
Within an equity ISA all forms of investment can be collated from very low risk investments to adventurous medium to long term investments.
To build your ISA allowance funds with a lower risk it can be advisable to invest the ISA allowance of £10,680 in a monthly manner by investing £890 per month over the 12 months [ 890 x 12 = £10,680 ]
"An advisor who understands the question and can give an answer in plain English"
Registered Office
High House
Harlington Road
Uxbridge
UB8 3HX
Tel: 01895 810 134
0845 263 3124 (local rate)
Fax: 01896 810 135
Regulation
Affinity Financial Advisors are authorised and regulated by the Financial Services Authority under reference 457234
Company registered in England under reference 4714450