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.

Market Updates

Market Update - 14th January 2021.

Market Update - 14th January 2021.

As it has been a quiet week so far on the economic data front, we thought we would address the issue which has recently appeared in many of the business pages of the press: are equity markets in a bubble that is about to burst?

14th January 2021

News

New rules at retirement mean consumers need to look closely at what their pension provider is offering.

New rules at retirement mean consumers need to look closely at what their pension provider is offering.

New pension rules will come into force from the 1 February 2021 for those approaching retirement under Financial Conduct Authority (FCA) regulation.

18th January 2021

Top 10 tips if you’re retiring in 2021.

Top 10 tips if you’re retiring in 2021.

Retirement plans for 2021 have changed for many due to the pandemic. Whilst some have decided to put their retirement on hold due to their savings taking a hit because of Covid-19, others are deciding to retire early after being discouraged about finding employment again when faced with redundancy.

6th January 2021