Ifa-affinity Reviews

I have been with Affinity for quite a

I have been with Affinity for quite a few years their financial advice and services a second to none personally I do pensions and mortgages with them and I have always received the correct advise and competitive products in the market no hidden agenda open and honest financial service

Exceptional Mortgage Experience with Bradley Carter

I cannot commend Bradley Carter my mortgage advisor highly enough Introduced to him by my sister I began the challenging journey of securing my first mortgage with apprehension Bradley s expertise and warm demeanor immediately alleviated my concerns His vast knowledge and patience were evident as he guided me through every step meticulously explaining each detail As someone prone to anxiety Bradley s reassuring presence was invaluable He addressed every question and request for clarification with unwavering patience ensuring I felt confident and informed throughout What truly distinguishes Bradley is his sense of humor Amidst the nerve-wracking experience his ability to inject levity made the journey enjoyable His professionalism and approachability transformed him from a trusted advisor to a confidant During our initial consultation I outlined my mortgage budget Bradley not only grasped my financial constraints but also diligently explored all options to meet my needs He delivered on his promises exceeding my expectations with a mortgage that aligns perfectly with my goals His dedication and precision underscore his expertise and professionalism Bradley Carter from Affinity Financial Advisors Ltd is an exceptional mortgage advisor His guidance professionalism and genuine care made my first-time mortgage journey memorable and positive I wholeheartedly recommend him Thank you Bradley for everything

Clear comprehensive advice

Clear comprehensive advice all questions answered with unbiased rational and honesty Recently taken retirement and guidance and scenario options explained over potential pension changes by Government - which was reassuring Wouldn t hesitate to recommend Affinity

Review of Affinity Financial Advisors

Review of Affinity Financial AdvisorsSteve Groves of Affinity has been our financial advisor for the last 10 years Having been clients of large IFA firms in the past Steve s approach has been a welcome change being truly focussed on developing a long term professional relationship He really invests his time to fully understand his clients needs and offers solutions to meet these Throughout our relationship Steve has provided detailed and coherent pension and investment advice which we have always adopted He is keen to bring fresh and innovative ideas for consideration He has consolidated our various pension provisions and ensured tax efficient planning for the future He has also sourced life and health cover for us We have always found Steve to be extremely responsive and professional He is able to articulate relatively complex matters in a clear understandable manner giving us complete confidence in him We feel that he genuinely invested in us as his clients We have been very happy with the returns he has achieved on the monies he has invested for us and would strongly recommend Steve and Affinity Sali Lewis and Graeme Maude

Gavin at Affinity has helped us

Gavin at Affinity has helped my wife and I optimise our savings into the best options for our retirement He is always available or on hand to give advise or help

Strong and trusting financial relationship

What started out as a quick conversation about how I should start getting my financial affairs in order has turned into a five-year strong and trusting relationship Gavin is just brilliant and I couldn t do without him when it comes to financial matters He has taken the time to get to know me and what I need He has the knowledge and expertise to cover all financial aspects providing me with clear advice and always follows up with report-based recommendations He is quick to respond to my questions and has never pressurised me to make decisions In addition Gavin is supported by a strong team at Affinity Financial Advisors along with new software that can help show different financial scenarios which I have found very helpful Thank you Gavin for all your advice over the years

Rob Salter and Affinity Financial Advisors

Rob Salter and the team at Affinity have very effectively been looking after the pension and financial arrangements of my wife and I for nearly six years to the present Initially with guidance on establishing the most appropriate scheme and secure home for our pension funds and subsequently with their active management Throughout this time we have felt fully confident that the advice we ve received has been of a very high standard provided us with good investment returns and the best form of income for our retirement Dealing with Rob is informative and a pleasure He clearly feels invested in meeting our needs and expectations and is always happy to explain the background to his advice and the markets Highly recommended

Thank you Bradley Carter Bradley was informative honest and

Bradley was informative honest and friendly He was professional and kept in touch right through to to the end My family are very happy with all the advice he gave to help make our decisions