Response rating
FCA verified
19th February 2018


Independent Financial Adviser Affinity Finance, PO Box 2096, West Sussex, Worthing, BN12 9AS
First meeting at adviser's own cost
Impartial professional advice you can rely on.. Call us to find out.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Long term care
Meet our advisers
Steve Ellis Dip PFS
Independent Financial Adviser
What our clients say
We can provide you with real recommendations from real clients.
Pensions Client, West Sussex
We can provide you with real recommendations from real clients.
Investment Client, West Sussex
Where to find us
About us

We cover all aspects of financial planning for people from all walks of life.

We want to help you make the very most of your money. We do this by helping you maximise your potential opportunities; and minimise any wastage.

We'll work with you throughout our very client focused 'Advice Process' to help you decide and choose according to your attitudes, abilities and best interests.

Whatever you want to do, we can help you do it in the best possible way.

Talk to us for sound advice and unbiased help

Our services

We provide a very personal and bespoke service to our clients. We are a small individual business who look after people on an individaul, caring basis.

Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

AffinityFinance are authorised and regulated by the Financial Services Authority (FCA).
We are also members of the Federation of Small Businesses (FSB), Societ of Will Writers (SWW),Personal Finance Society (PFS), and the Chartered Insurance Institute (CII).

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