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Independent financial advice

Affinity Financial Awareness provides independent financial advice for its existing clients and is part of the Wealth at Work group.*

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Information

*The Wealth at Work group of companies is a specialist provider of financial education and guidance in the workplace as well as investment advice for individuals.

Week ending 18th July 2025.

As shown in the accompanying table, global financial markets had a broadly positive week, although European markets lagged behind their international peers. It was a busy week economic data wise and thankfully unwanted surprises were at a minimum whilst strong corporate earnings, steady consumer spending all helped keep investor sentiment buoyant.

Market Update – 16th July 2025.

Market performance thus far this week has been fairly muted with investors waiting in anticipation to digest a slew of economic data.

navigating retirement: the pension schemes bill, default traps, guidance and advice.

The journey to retirement, once a relatively straightforward path, has become increasingly complex, particularly since the advent of pension freedoms in 2015. While these freedoms offer unprecedented flexibility, they also introduce challenges, especially concerning how individuals manage their accumulated savings at the point of retirement.

New research reveals increasing concerns over retirement affordability alongside a general lack of pensions understanding.

The number of working people who believe they will never be able to afford to retire is on the rise according to research by WEALTH at work.

Accreditations and Awards