Text Box: Tel: 01903 244980 Email: advice@affinityfinance.net

 

Text Box: We can help you with any of your financial planning objectives. Please click on the tab links below to learn more...

 

 

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Text Box: A brief questionnaire to establish your attitude to investment risk and reward. Text Box: A general guide to Independent Financial Advice Text Box: An overview of the sequence of events Text Box: A simple guide to the principles of investing Text Box: A summary of our business philosophy Text Box: Industry Standards and Code of Ethics

 

Text Box: Please find below links to some of the more common forms and brochures we will use as we work together... Text Box: A list of personal identity documents you can choose to provide us with. Text Box: Apply for a copy of your full formal credit report. Text Box: Please ask if you would any further information. There is lots more available upon request.   You will automatically receive certain further information as and when we proceed to work through the Advice Process with you.

Home Page

Contact Us

About Us

Client Forms

Terms of Business

Text Box: A short form for you to tell us what we need to know about you, your financial circumstances and objectives.