Act in our clients' best interests at all times
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Private Client
For private individuals and families »
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Advisor
For professionals; lawyers, accountants »
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Trustee
Trustees, please enter here »
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Partner
Fund managers, banks, IFAs and platforms »
Values
The shared personal values of the five founders form the foundations of our business and guide the way we treat our clients. Work is part of life; we don’t leave our core values at home, instead they inspire the integrity and fairness central to Affinity.
We aim to;
Be transparent, caring and responsive
Think creatively and be solution orientated
Make our clients' lives simpler
Social Responsibility
Community: actively supporting local sports and charities
Education: at schools, internships and via continual professional development (CPD)
Promoting change in our industry: advocating diversity and equality, upholding ethics
Working towards a more inclusive and sustainable economy
Testimonials
With Affinity we always work with people we know and trust, who make us and our clients feel like they are their absolute priority. With Affinity we always work with people we know and trust, who make us and our clients feel like they are their absolute priority. With Affinity we always work with people we know and trust, who make us and our clients feel like they are their absolute priority.
Affinity appears to be very focused on building long-term relationships. Our key contacts at Affinity are extremely responsive and we are always able to get hold of people who understand our business, whenever the need arises. Affinity appears to be very focused on building long-term relationships. Our key contacts at Affinity are extremely responsive and we are always able to get hold of people who understand our business, whenever the need arises. Affinity appears to be very focused on building long-term relationships. Our key contacts at Affinity are extremely responsive and we are always able to get hold of people who understand our business, whenever the need arises.
Truly, one of the best decisions we made was to go with Affinity - working with Justin and Cait is such a joy. Truly, one of the best decisions we made was to go with Affinity - working with Justin and Cait is such a joy. Truly, one of the best decisions we made was to go with Affinity - working with Justin and Cait is such a joy.
I have found you to be efficient, clear and hardworking – in short – my kind of people. I have found you to be efficient, clear and hardworking – in short – my kind of people. I have found you to be efficient, clear and hardworking – in short – my kind of people.