This site uses cookies. We have recently updated our Privacy Policy - read more here.

×
  1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. South East
  6. breadcrumbs-arrow
  7. West Sussex
  8. breadcrumbs-arrow
  9. Worthing
  10. breadcrumbs-arrow
  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
18th June 2018
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
Contact us Request a call back Show number 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
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)
£0
Minimum pension value
£0
Minimum mortgage value
£0
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).

Contact us Request a call back Show number Recommend to a friend
Contact options
Contact us Request
a call back Show number Recommend to a friend

Similar advisers near you

Personal Financial Designs
Independent Financial Adviser 0.08 mi
We develop financial plans that will lead to financial independence and a secure financial future for our clients.
 
See profile
Pentagon Financial Management Ltd
Independent Financial Adviser 0.16 mi
Our aim is to provide unbiased independent expert advice that's professional, personal and specifically tailored to an individual's needs.
 
See profile
Iona Beesly Associates Limited
Independent Financial Adviser 0.76 mi
We're independent, which means we work for our clients interests, to help them plan for a secure financial future.
 
See profile
True Potential Wealth Management
Financial Adviser (Restricted Whole of Market) 1.38 mi
Martin O'Brien's specialist area is guiding people up to and into retirement with clear and impartial Pensions and Investment advice.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.