Affinityfinance

Independent Financial Adviser  Affinity Finance, West Sussex, Worthing, BN12 9AS
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
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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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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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Socially responsible investments
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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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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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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
Response rating
7.0/10
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FCA authorised
Last authorised 29th March 2021
Meet our advisers
Mr 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.

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
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 29th March 2021

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