Affinity Financial Awareness Information

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Affinity Financial Awareness provides independent financial advice and is part of the Wealth at Work group. As part of the group, clients may benefit from other services such as the discretionary managed portfolio service provided by my wealth. The discretionary managed portfolio service creates tailored investment strategies to meet a client’s personal objectives which are flexible enough to adapt to changing needs. This is achieved by creating bespoke investment portfolios that are selected from the whole-of-the-market without any restrictions which are actively managed to ensure they remain appropriate through changing market conditions.

Website	http://www.affinityadvise.co.uk
Revenue	$3 million
Employees	17 (6 on RocketReach)
Founded	2001
Phone	+44 1277 224126
Technologies	JavaScript , HTML , PHP +22 more (view full list)
Industry	Financial Services, Finance General, Other Financial Services, Finance, Asset Management
Web Rank	2 Million
Keywords	Discretionary Portfolio Management, Financial Advice, Independent Financial Advisor, Wealth Management, Investment Advice, Retirement Planning, Personal Financial Planning, Financial Planning, Portfolio Management, Retirement Solutions, Pension Planning, Estate Planning, Long-Term Financial Planning, Tax Planning, Insurance Planning, Investment Management, Financial Services
Competitors	Vanguard for Investment Professionals, Fidelity Adviser Solutions, Hargreaves Lansdown, Cazenove Capital, Charles Stanley & Co. Limited, St. James’s Place, Square Mile Magazine, Rathbones Group Plc, Investec, Parmenion +32 more (view full list)
SIC	SIC Code 628 Companies, SIC Code 62 Companies
NAICS	NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52399 Companies, NAICS Code 5239 Companies