WELCOME TO AFFINITY FINANCIAL ADVICE
At Affinity, it is our priority to offer a customer driven,
professional service that acknowledges your specific circumstances.
Since your financial position is unique, we take time to
understand your needs. We will carry out a detailed assessment
of your objectives and make financial recommendations based
on your preferences and priorities.
We believe in building strong relationships to help you
realise your financial goals through high quality advice
and impeccable customer service.
Our services include:
- Savings and investments
- Protection
- Retirement Planning
- General Insurance
- Commercial Finance
RETIREMENT PLANNING
The
key to a financially comfortable retirement is planning
and preparation. Too many people are doing too little too
late. Putting even a small amount away early on can make
a huge difference to the lifestyle you will enjoy when you
retire. The golden rule for most people is not to rely on
the State alone.
Pension legislation changed dramatically on 6 April 2006.
A review of your existing pension arrangements could potentially
enhance your pension fund and retirement income.
Affinity Financial Advice offers a free initial review
of your existing pension arrangements.
SAVINGS AND INVESTMENTS
At
Affinity Financial Advice, we understand that financial
goals are personal and individual. Whether saving to build
a nest egg, buy your first home, pay for a fairytale wedding,
start a family, fund your child’s education or to
splash out on a holiday of a lifetime, Affinity advisers
are well placed to offer the most appropriate investment
plan, reflecting your tax position, aligned to your attitude
to risk and suitably diversified to minimise risk.
As Independent Financial Advisers, we strive to provide
the best financial and investment solutions for our clients.
Contact us on 01292 313514
or Email: info@affinityifa.co.uk

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