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

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 investment advice for individuals.

Week ending 3rd January 2025.

With limited time to settle into the new year, market activity remained mixed as investors navigated the early days of 2025.

Market Update – 8th January 2025.

Market performance has been mixed so far this week, driven by a variety of factors impacting sentiment.

Top tips for those retiring in 2025.

“Planning how to pay for retirement is one of the biggest financial decisions people make. It is important to understand all the options, make informed decisions, and avoid making expensive mistakes with their hard earned savings,” says Jonathan Watts-Lay, Director, WEALTH at work, a leading financial wellbeing and retirement specialist.

10 tips to take control of your finances in 2025.

As 2024 draws to a close it is important for people to reset their finances and goals for the year ahead. Factors that impact your finances could have changed significantly over the previous year, so it’s always a good idea to regularly review.

Accreditations and Awards