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  11. Affinityfinance

Affinityfinance

Independent Financial Adviser Affinity Finance, PO Box 2096, West Sussex, Worthing, BN12 9AS
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
12th August 2019
Impartial professional advice you can rely on.. Call us to find out.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Make an enquiry Request a call back 03300 985793 Recommend to a friend
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

Affinity Finance, PO Box 2096, West Sussex, Worthing, BN12 9AS

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

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).

Make an enquiry Request a call back 03300 985793 Recommend to a friend
Contact options
Make an enquiry Request
a call back 03300 985793 Recommend to a friend

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