ISA, Unit Trust, Investment Bond, OEIC, Stocks and Shares, Portfolio Planning,Wealth Management.
We provide advice in all areas of savings and investment whether that be regular monthly savings, lump sum investment from a windfall, inheritance, redundancy or retirement. We consider your personal circumstances and risk profile to establish the correct solution for you. We monitor and review your wealth on an ongoing basis to ensure it remains consistent with your goals.
Affinity IFA Limited – making the complex simple.