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.

*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.

Market Updates

Market Update - 9th April 2021.

Market Update - 9th April 2021.

As we speculated in the Weekly Market Summary, the reaction to last Friday’s stunning US employment data has been positive with most of the major equity markets showing gains on the week (with equity markets closed on Friday and Monday for Easter, we had to wait until Tuesday to see how the market would react).

9th April 2021


Number of people on payroll fallen by nearly 700,000 in last year.

Number of people on payroll fallen by nearly 700,000 in last year.

Latest reports from The Office for National Statistics have indicated that in February 2021, the number of payroll employees had fallen by 693,000 over a 12 month period.

25th March 2021

Budget 2021.

Budget 2021.

3rd March 2021