Affinity Financial Advisors Ltd

Independent Financial Adviser  South Efford House, Lymington and pennington, Hampshire, SO41 3PL
First meeting at adviser's own cost
We make the complex simple. Clear, unbiased and independent advice for every stage of your life.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy to let
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 20th January 2020
Meet our advisers
Geoff Dunk DipPFS, Certs (CII & ER)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Paul Hockley DipPFS

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Rob Salter Dip PFS

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Bryan McNamara DipPFS

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mike Oyston DipPFS

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Steve Groves Dip PFS

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Aaron Chichon
Paul Parsons
What our clients say
The service given by Affinity is personal, well focused and effective. I am happy to recommend them.
Tony Little, Headmaster Eton College
The Affinity consultant has always had my best interests in mind, been generous with his time and patient with my questions.
Dr Norah Moloney PhD, University College London
Very professional and made the financial world a lot easier to understand, took time to make enquiries for us to enable us to move forward for a plan for our retirement and life insurances as well as our pensions. I would highly recommend Geoff to all our friends, family and colleagues
Debbie Millward, Lymington
About us

At Affinity we are passionate about client service and helping individuals and businesses to identify and then achieve their financial goals. You are supported by a team of experienced and qualified individuals working behind the scenes at our head office in West London to help you achieve your objectives. Clear, unbiased and independent advice for every stage of your life. We offer experience, expertise, insight and aim to make the complex simple. Please telephone <phone number hidden> to arrange a mutually convenient appointment with your local independent financial advisor, Geoff Dunk DipPFS, Certs CII (MP&ER) to discuss any financial matter. Geoff covers Hampshire and Dorset, however, we also have independent financial advisors who cover Buckinghamshire, Oxfordshire, Bedfordshire, Hertfordshire, Surrey, Sussex as well as North and West London.

Our services

Above all we value our personal relationship with our clients, and know that our relaxed and friendly yet knowledgeable approach makes financial decisions easier. We will come to meet you at a time and place of your convenience and will help you to consider your financial circumstances as well as the level of risk that keeps you feeling secure. Please telephone <phone number hidden> to arrange a mutually convenient appointment with your local independent financial advisor, Geoff Dunk DipPFS, Certs CII (MP&ER) to discuss any financial matter.

Where to find us

South Efford House, Milford Road, Lymington, Hampshire, SO41 0JD

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£500,000
Advice methods
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 20th January 2020

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