0330 999 0393

Our Opening Hours:

10am to 6pm  Monday to Friday








Equity Release



AffinityFinance is Authorised and Regulated by the Financial Conduct Authority. Ref No: 452196

Consumer Credit License  Ref No: 595594 (Office of Fair Trading)   Data Protection Licence. Ref No:  Z9456056  (Information Commissioners Office)

Sole Proprietor: Steve Ellis Dip PFS.

•  AffinityFinance  •  Independent Financial Advisors  •  PO Box 2096, Worthing, West Sussex BN12 9AS  •






Personal Finance Society

New Phone Number:

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!

Client Forms & Documents

Here you will find some of the forms and brochures we will use as we work through the Advice Process together…

If you click on any of the labels below this will open the relevant document. You can also print and/or save these documents to your own computer. Most of these documents are in Adobe (PDF) format for ease of use; whilst the Client Forms are also available in Microsoft Excel format so you can work on them with your own computer.

Please let us know if you have any difficulty with these forms and documents.

Client Forms

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

Client Information Form

A brief questionnaire to help establish your attitude to investment risk and reward.

Client Investment Profiler

This enables us to obtain helpful information about your existing policies and plans.

Note of Authority

Apply for a copy of your statutory credit report for only £2.00 with Equifax Ltd.

Client Credit Report

These are the documents you can provide to us for your identity and residential verification.

Client Identity

Client Documents

A summary guide about AffinityFinance and our Financial Advice Process.

A brief insight into the whys and wherefores of Investment Planning.

Your statutory consumer rights and financial compensation values.

IFAP stands for Unbiased Financial Advice.

The PFS is the industry’s Professional Association.

Financial Planning Advice

Effective Investment Planning

Consumer Protection

Unbiased Advice

Professional Advice

Current Fiscal Year Tax Liabilities, Allowances & Benefits.

HMRC Tax Tables

All Forms & Documents are in PDF (Adobe) format which means you can view them on this website, print them, and save a copy to your own computer.

Transact Online

Investment/Pension Clients

If you hold any Investment or Pension Investment Accounts with Transact, you can access these online by clicking on the adjacent icon.

This will take you to your Transact Online entry page where you can login to all your Investment/Pension Accounts.