Trustworthy financial advice TAILORED to your needs
Find Tailored Mortgage, Lending, Protection, and Financial Planners in Cardiff with Affinity Financial for Consumers and Businesses in South Wales
Protection for the assets and individuals most important to you.
Choose from a wide range of best in class providers and products.
Personal Guidance & Support from an Adviser you can Trust.
Affinity Financial is a reputable team of financial planners based in Cardiff. With a deep understanding of personal finance, they offer expert guidance and solutions tailored to your unique goals. Whether you're planning for retirement, managing investments, or seeking mortgage advice, Affinity Financial's experienced professionals provide comprehensive services to help you make informed financial decisions. Trust their expertise for a secure financial future.
Have you neglected to give your assets much attention in the past? Maybe heavy work or family commitments are taking your focus away from achieving your financial goals, or perhaps you've had bad financial advice in the past and don't know who to trust.
We understand how important the correct financial advice is to you, your business, and your loved ones. That’s why trust and support are at the forefront of everything we do. So, whether it is mortgages, life insurance, general insurance, or any other aspect of financial support, at Affinity Financial we promise to cater our approach to your specific needs.
A trustworthy and people-driven approach to financial advice
Expert advice based on your unique financial situation and goals
We offer access to a range of market leading providers, lenders and best-in-class products.
Our customer charter is simplified without the jargon and buzzwords
01
We establish your needs and goals
A fundamental stage of providing financial Planning services, we take the time to get to know you financially and assess your situation.
02
We research, build, and recommend
Using our wide network of providers, lenders and products, we create a tailor made strategy to achieve your goals.
03
Application
We oversee the entire application process. That means we’ve got you covered the whole way, from initial input to dealing with lenders, and then, finally, to completion or policy on risk.
04
We review and react
With our relationship orientated approach, we promise to periodically review your products and circumstances to help you mitigate any potential risks or find better deals and opportunities.
At Affinity Financial, we have made it our mission to make bespoke Mortgage & Protection advice open and accessible to all.
We firmly believe that proper financial advice isn’t just for the wealthy and should always be carried out with ethical practices.
With our people-orientated approach, we will work tirelessly to deliver solutions catered to your needs and with your best interests at heart.
“Great advice and a very personable service. Looking forward to using Affinity when I buy my next property ”
Charlotte Vella-Rudd
“Massive thanks to the gents in the office for helping to arrange my life insurance.
Amazing customer service and happy to help with other queries, will 100% be using for my mortgage in the future.”
scott wills
“Fantastic recent interaction with a remortgage deal. Actually went out of their way calling up after hours to sort out paperwork etc. Can't recommend enough, without a doubt the easiest thing i've done so far. Affinity Financial are a great local service that go beyond customer care. Highly satisfied. ”
Paul Parry
Choose between a £50 Amazon voucher or donating to charity with Affinity Financial's Reward Scheme. Whether you want to treat yourself or make a difference, Affinity Financial gives you the flexibility to choose.
Simply become a client or refer a friend to join this program today and start giving back while enjoying a well-deserved reward. So take the first step towards giving back or treating yourself by joining the Affinity Financial Reward Scheme today.
The Bank of England Base Rate raising interest rates, we would urge those with Fixed, Tracker, or Variable Rate mortgages in place to review their existing mortgage deal as soon as possible. So, act fast and get your new year off to a fast start!
THE VALUE OF INVESTMENTS AND ANY INCOME FROM THEM CAN FALL AS WELL AS RISE AND YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.
PAST PERFORMANCE IS NOT A RELIABLE INDICATOR OF FUTURE PERFORMANCE AND SHOULD NOT BE RELIED UPON.
WILL WRITING IS NOT PART OF THE OPENWORK OFFERING AND IS OFFERED IN OUR OWN RIGHT. OPENWORK LIMITED ACCEPT NO RESPONSIBILITY FOR THIS ASPECT OF OUR BUSINESS.
WILL WRITING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.
HM REVENUE AND CUSTOMS PRACTICE AND THE LAW RELATING TO TAXATION ARE COMPLEX AND SUBJECT TO INDIVIDUAL CIRCUMSTANCES AND CHANGES WHICH CAN NOT BE FORESEEN.
