Affinity Financial Advisors Ltd

Photos

Reviews

1. Caroline Sargeant ★★★★★

   A truly exceptional company, professional, knowledgeable and dedicated to creating financial planning that is unique to your needs. Not only do they support you with your financial needs they care and that is the part that really matters. A huge shout out to Josh Paine an excellent and extraordinary financial advisor who has helped me through difficult times and always empathetic and supportive to ensure my financial matters are on track. I highly recommend this company.

   almost 2 months ago
2. Susan Purnell ★★★★★

   I live locally,and knew I,d like a local IFA firm to help advise and hopefully organise mine and my daughter's future plans, her to upsize and remortgage,and me to embark on an Equity Release journey....and I could not have made a better choice in finding Affinity, subsequently meeting Raffaela and Aaron and spending time with them as they listened, and then explained how their help and advice could make the impact we sought to our current situations. Absolutely perfect teamwork by these two lovely people, to hopefully set us on a path to realising our goals..and cannot recommend enough their absolute commitment and passion to securing their clients needs. Thank you both very much, we will be back ! Sue xx

   almost 7 months ago
3. Caroline Wood ★★★★★

   Would like to say a huge thank you to affinity financial advisors ltd! Bradley carter in particular!! Without Bradley as our mortgage adviser we wouldn’t have a clue ! He talked us through stuff and explained everything! He is a legend and a exceptional mortgage advisor!!! Well done! And thank you for all your help! X

   almost 11 months ago

1. Simone Elizabeth Misquitta ★★★★★

   Highly recommend the team's services Affinity. After exploring a few different financial advisors- it was a breath of fresh air to be referred to Steven and his team. Not only are the team highly experienced- but the most humane, warm and encouraging team that you can truly trust with your finances. Steven took the time to meet us in person for all our briefing meetings and answer all questions in person - this honestly meant so much in an age of video calls and emails..! Matthew Chapman on the Affinity team tirelessly works on options for us and communicates in a timely, friendly yet professional manner, making us feel very well taken care of.The warmth of the entire company resonates in every dealing with all their employees and their genuine nature is undeniable. I cannot recommend Affinity and their services enough - especially if you've never had a financial advisor before. And if you do have one, I recommend switching to Affinity!

   1 year ago
2. Hannah Jones ★★★★★

   I highly recommend Bradley from Affinity Financial Advisors. Bradley supported and guided us through the process of securing a mortgage for our new house and assisted us with taking out life insurance. Bradley was always honest, approachable and down to earth and we came to rely on him for a variety of financial advice. Thank you Bradley for your sage advice, you have got clients for life with us!

   1 year ago
3. Richard ★★★★★

   Rob Salter and the team at Affinity have very effectively been looking after the pension and financial arrangements of my wife and I for nearly six years. Initially with guidance on establishing the most appropriate scheme and secure home for our pension funds, and subsequently with their active management. Throughout that time we have felt fully confident that the advice we’ve received has been of a very high standard, provided us with good investment returns and the best form of income for our retirement. Dealing with Rob is informative and a pleasure. He clearly feels invested in meeting our needs and expectations and is always happy to explain the background to his advice and the markets. Highly recommended.

   almost 3 years ago

1. Thomas Lee ★★★★★

   We have used Rob for over 10 years. He helped me to prepare for then ease into retirement. He consolidated my various pensions into a single one. His advice and guidance have been invaluable. I highly recommend Rob.

   almost 3 years ago
2. Georgina Tuckwell ★★★★★

   Josh at affinity provided us with amazing advice for our financial situation, he honestly went above and beyond. He managed to secure us a mortgage within days and we’re forever grateful to him and the team at affinity. Thank you so much!

   almost 3 years ago
3. Franki Markham ★★★★★

   I would definitely recommend Josh and the team at Affinity if you need some financial advice. Josh helped us to find a mortgage for our house when we first moved in and has recently spent the time with us to look at our options for our impending remortgage. He explained everything that we needed to know in an easy to understand way and helped us decide the next steps. Thanks so much Josh, it makes everything so much easier!

   almost 3 years ago

1. Mathew Stanley-Watts ★★★★★

   Thank you so much to Josh and Affinity in arranging our mortgage. Josh was so easy to deal with, talked us through all our options and gave us such good financial advise in order to get us on the property ladder! Would Highly recommend!

   almost 3 years ago

FAQs