Please note

Due to the latest nationwide lockdown (effective from 06/01/2021), the majority of our staff will be operating remotely. Please rest assured that we will continue to operate to our normal standards in providing you with client service, advice and of course the day to day management of your portfolios. We will be operating our phone lines in the normal way on the usual numbers and all mail will be attended to as it is received in to our offices. In addition, we will continue to provide our market updates at least twice weekly. If you have any queries please do not hesitate to call us on 0800 049 2011.

If you have an investment portfolio with ‘my wealth’ and you want to keep up to date with your portfolio activity in your online account, please click here to log in. If you have not yet registered for online access, you can register here using the details emailed to you.

Independent financial advice

Affinity Financial Awareness provide independent financial advice and is a member of  the Wealth at Work group of companies*.

If you would like more information please click here, or alternatively download our Information Leaflet.

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

News

What NOT to do with your pension in 2021.

What NOT to do with your pension in 2021.

Latest figures from HMRC have revealed that 360,000 people withdrew from their defined contribution pensions throughout October, November and December 2020 which is a 10% increase on the same period last year.

11th February 2021

Pension scams rife almost one year on from when Covid-19 first struck.

Pension scams rife almost one year on from when Covid-19 first struck.

These uncertain times are often seen as a window of opportunity for scammers looking to prey on vulnerable individuals, with a recent report by Action Fraud finding that pension scams had become one of the most common types of fraud to occur last year.

11th February 2021