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

How to identify if you are at risk of a pension tax charge and what you can do.

How to identify if you are at risk of a pension tax charge and what you can do.

Someone aged 45, with a pension fund of £400,000 and a salary of £50,000, could have a pension fund of £1,381,000 by the time they retire at 65.

27th April 2021

Saving an extra 1% of salary into pension can increase your pension pot by 25%.

Saving an extra 1% of salary into pension can increase your pension pot by 25%.

Many people are already paying 5% of their salary into their workplace pension through auto-enrolment, with their employer contributing an additional 3%. However, they may not be aware that many employers are willing to match additional contributions up to certain limits, so they don’t take advantage of it.

13th April 2021