"With regard to
excellence, it is not enough to know, but we must try to have and use
it."
Aristotle
(384 BC – 322 BC)
We
understand that a successful financial planning operation relies heavily on
the offering of exemplary levels of service, with financial planning
tailored to individual needs. Affinity clients lead busy and successful
lives, whether in employment or retirement, and as such often have little
time to devote to the ongoing maintenance of their personal financial
planning. However, they remain safe in the knowledge that our expert
professionals continually look after their best financial interests.
We work
extensively with the public sector organisations: Local Authorities, the
Civil Service, HM Revenue & Customs and others, along with many large independent
groups. In addition we maintain long-standing and well trusted
relationships with a number of public body retirement groups, continuing to
offer help and support well into old age.
Affinity
Financial Awareness has invested in state of the art technology and
financial planning tools. The aim has been to make our research and
communications, both internally and with you, more effective. We recognise
that this effectiveness is a requirement of successful financial planning
today, not an end in itself. Above all it allows us to offer the highest
levels of personal service to all of our clients, using the most up to date
research and planning tools.
Courses
We hold
regular one and two day courses through our sister company Affinity Connect. Courses are
often organised by employers, and deal with all aspects of pre-retirement
planning, mid-career planning, and the difficult area of making financial
arrangements when entering Long Term Care.
Please use our contact form if you would
like us to visit your place of work to present to your colleagues.
How We Work
Affinity recognises
that the majority of our clients favour the traditional method of receiving
advice, that of a personal, face-to-face meeting with a suitably qualified
independent financial adviser. Initial meetings are free of charge, and
carry no obligation to proceed on your part.
Once the
meeting is completed, and all relevant information about you and your
situation recorded, the consultant will retire to consider their
recommendations and if required produce a personalised report, tailored to
achieve your aims. Once you have accepted the recommendations the
consultant will implement them, concluding the first stage of your
relationship with us.
Stage two
is for us to provide you with ongoing service for as long as you and your
family require it.
Affinity
Financial Awareness offers a range of solutions, whether you are a
corporate or private client. If you demand higher standards and integrity
from your Financial Services provider, use our contact form to receive
immediate help.
