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Independent Financial Adviser Pre-retirement Trainer @Affinity Financial Awareness

Affinity is one of the nation’s largest independent financial advisory firms and has advisers throughout the UK.We specialise in providing financial planning advice for individuals. That is all we do.The bulk of our business relates to personal investment at retirement although we do advise across all areas and so are adept at considering protection needs, pre-retirement and pension planning, savings and mortgages.Many investment advisers concentrate on what many would deem wealthier clients, often restricting their services to those investing, for example, in excess of Affinity advises a wider demographic than this. We have clients investing sums from a few thousand pounds to in excess of £1 million although a typical client for us would be someone with holdings of between sums may seem large, but Affinity clients tend to seek our advice at the point where they are approaching retirement and will have a lump sum available from their pension fund, having worked in either the public sector or large private sector