Response rating
10/10
FCA verified
20th March 2017

Affinity All Saints Ltd

Independent Financial Adviser All Saints House, Barnwell, Peterborough, PE8 5PU
First meeting at adviser's own cost
We have been looking after clients money for over 26 years, and sometimes advising over 3 generations.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Capital gains tax
    • Estate planning
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • EEA
    • Rest of world
    • Buy to let
    • Equity release
    • Flexible
    • Remortgage
    • Residential
    • Long term care
Meet our advisers
Adrian Banks
Senior Financial Adviser
Accreditations
Later Life Accredited Adviser
What our clients say
Having a good and trusted financial adviser is beneficial to one's wellbeing and peace of mind. A financial adviser will fulfil many roles not dissimilar to those of the Doctor, Priest, Social Worker and Mortgage Lender. To provide personal and relevant advice s/he requires an in depth knowledge about the client's situation, beliefs and life style. The need for complete trust is an essential part of the relationship, and is based on the evidence of the adviser's manner, attitudes and quality of the advice provided. Mr Adrian Banks has provided me and my husband with just such a service over the past 14 years. Mrs L Z James
Mr & Mrs James, Cambridge
Where to find us
About us

An independent financial adviser (IFA), research's the whole of the market and makes your financial security and ambitions a priority. Here you will discover a wealth of reasons why you can rely on Affinity All Saints for professional independent financial advice, to help you live the life you have always dreamed of.
You may already have a financial adviser, but as no one has a monopoly on good ideas we are happy to have an informal chat.
We love it that all our clients are different, and are happy to help them achieve their dreams and aspirations.

Our services

Managing your finances can prove to be time consuming and complex, with many choices on offer. You may already have your finances in place but feel they are not meeting your expectations. Perhaps you are seeking expert advice from professionals who will create a bespoke portfolio for you.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£1,000,000
Compliance

SOLLA Accredied

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