Affinityfinance

Independent Financial Adviser  Affinity Finance, Worthing, West sussex, BN12 4EF
First meeting at adviser's own cost
Impartial professional advice you can rely on.. Call us to find out. <phone number hidden>
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Equity release
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Long term care
Response rating
9.0/10
check
FCA authorised
Last authorised 6th April 2020
Meet our advisers
Steve Ellis Dip PFS
Independent Financial Adviser

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

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

What our clients say
We can provide you with real recommendations from real clients.
Investment Client, West Sussex
We can provide you with real recommendations from real clients.
Pensions Client, West Sussex
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.

Where to find us
Head office address: Affinity Finance, PO Box 2096, West Sussex, Worthing, BN12 9AS
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 6th April 2020

Similar advisers near you

Independent Financial Adviser 0.15 mi
We work with you to achieve your financial goals.
 
Restricted - whole of market 1.4 mi
Martin O'Brien's specialist area is guiding people up to and into retirement with clear and impartial Pensions and Investment advice.
 
Independent Financial Adviser 1.4 mi
We are still available to help you with your enquiries during these unprecedented times due to the Coronavirus outbreak. We can hold meetings remotely via Skype or Zoom & all paperwork can be emailed or scanned over. We are friendly, approachable advisers offering sound financial advice. We will provide you with advice in plain English that you can understand
 
Independent Financial Adviser 1.42 mi
We are a Chartered Firm of Independent Financial Planners. <url hidden>