Affinityfinance

Financial Advisers (Independent) in Worthing (West Sussex)

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PO Box 2096
Worthing
West Sussex
BN12 9AS

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Contact Numbers

Steve Ellis: 0330 999 0393


Websites


Opening hours

Monday to Thursday: 10am - 6pm

Friday: 10am - 2pm

Saturday to Sunday: Closed


Key Services

Affinityfinance, estate planning trusts, financial advice



About

  • Impartial Professional Advice
  • Investments
  • Personal Pensions
  • Savings Plans
  • Inheritance Planning
  • Estate Planning
  • Financial Protection
  • Savings & Investments

Welcome

AffinityFinance are Independent Financial Advisors based in Worthing, West Sussex.

We are a small but well established firm, entirely self-owned and self-governed; looking after Investment and Pension Clients in Worthing, Brighton and across West Sussex. Whilst we continue to use conventional Financial Planning methods, we are also very ambitious for our clients, which often leads to more dynamic, cutting edge solutions.

About Us

We offer a Free of Charge Initial Consultation – which has no time limit, and can include a mixture of phone calls, emails, face to face meetings, and virtual meetings. If you then choose to go ahead with us, we will work with you at your own pace and discretion, and upon a clearly defined Service Fees basis.

Most of all, we understand the importance of our role as Professional Advisors, and work hard to support our clients – many of whom have become close to us; and to help them achieve their financial objectives – whatever they may be.

Working With You

We'll work with you to help you decide and choose according to your own financial attitudes and your own best interests.
If you've worked hard for your money, then make sure it works hard for you. Whatever you want to do there's a solution that's right for you. And that's where we come in.. with impartial professional advice.

Working For You

We're here to help you get the job done in the best possible way. We also believe that your experience with us should be a pleasant one; and so we hope you will find our services user-friendly and good value for money.

Our Services

AffinityFinance are 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 Process which 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.

Trading Since

2006

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Products and Services

We offer these services

  • Wheelchair access
  • gallery
  • special offers
  • website
  • Customer Service / Helpline
  • Late Opening

We offer these payment methods

  • Cheque
  • PayPal
  • Bank Transfer
  • Standing Order

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