Our advisers help you make life’s big financial decisions, from buying your first home to planning for retirement. Clear, friendly guidance built around what matters to you.
Never tied to a lender or provider, so we look across the whole market to find what fits you.
Welsh Estate Agency Awards 2025Mortgage Broker of the Year
ESTAS Gold WinnerBest Mortgage Broker in Wales
Mortgage Strategy Awards 2025Best Broker for Later Life
Chartered Financial PlannerThe benchmark for advice
Choose the area that matters most to you today. As your circumstances change, the same advisers can help with whatever comes next.
Whole of market mortgage advice for buyers and homeowners, alongside finance for landlords and businesses. One adviser looks after you from the first call through to completion.
Independent, Chartered planning to build and protect your money, and to fund the retirement you have in mind. When the time comes, we help you pass it on.
Protection runs through everything we advise on, covering both your family and your business, so an unexpected setback does not undo your plans.
We are not tied to any lender or provider, so we look across the whole market and recommend what genuinely suits your situation.
You can deal with the same firm for your mortgage now and your retirement later, with everything in between handled in one place.
You deal with one named adviser who gets to know your situation properly and stays with you through the whole process.
We advise in both Welsh and English, so you can talk things through in whichever you find easier.
Our work has earned national recognition, including awards for both our mortgage advice and our later-life planning.
Most of our new clients come to us through people we have already helped, which is the recommendation we value most.
We built Affinity on a straightforward belief, that good financial advice should not be reserved for the wealthy. Our advisers take time to understand where you are and what you want, then shape the advice around it.
Because we are independent and directly authorised, our advice is genuinely impartial, and our Chartered status sets the bar we hold ourselves to.
We are proud to sponsor local clubs and teams, and to support good causes in our community.
Independent advice, measured against recognised professional standards.
If you have a question, or you are ready to get started, send a few details below and one of our advisers will come back to you, usually within a working day.
