Please note our new phone number is 0330 999 0393. This is a local call rate number
that you you use anywhere in the UK, at anytime of day, and from any type of phone
which will always be connected at your lowest call charge rate!
AffinityFinanceare Independent Financial Advisors providing impartial professional
advice, predominantly about Investments, Pensions, and Inheritance Planning, to people
from all walks of life.
We are a small self-owned practice, based in Worthing, West Sussex and always work
in the best interests of our clients.
We are proud of what we do, and work hard to build trust and a lasting business relationship
with each and every one of our clients.
We’ll work with you throughout our structured Advice Processwhich focuses entirely
on helping you manage your financial affairs; and are confident that your time with
us will be rewarding and hopefully enjoyable too.
We have found that time and time again, what most people want from their Financial
Adviser is trustworthy and effective guidance - that will work for them now, continue
to work for them in the future.
I’m Steve Ellis Dip PFS, and I’m a qualified and experienced Independent Financial
I began my career as a Financial Advisor in 1999, and have worked my through the
progressively. I began as a Tied Advisor with Allied Dunbar, then became a Self-Employed
Advisor with a Private Practice, and later was appointed a Partner of that Firm.
I established AffinityFinance as a totally Independent Sole Proprietor in 2006, and
have never looked back since. It’s been the best career move I ever made both for
myself and for my Clients. It works as
a mutually beneficial relationship and always will do..
My job therefore, is simply to help you make the most of your financial resources
and opportunities. We'll work together as a team. You tell me where you want to go,
and I’ll help you get there safely, efficiently, and on-time.
I work openly and diligently to look after each and every one of my clients; and
particularly believe in the true value of Impartial Professional Advice.
I also work as a volunteer speaker for the FCA's Consumer Financial Education Body
(CFEB) presenting their Money Made Clear education program. This provides generic,
commercial free information, by way of seminars, in the hope that it will lead to
better money management for all concerned.