South Wales leading mortgage and protection broker
Choose Affinity Financial for a Proactive Financial Advisor in Cardiff
Choose Affinity Financial for a Proactive Financial Advisor in Cardiff
Financial protection for the assets and individuals most important to you.
Choose from MARKET LEADING lenders, providers and best-in-class products.
A people-based approach to finance.
There are some who think that sound financial advice is solely for high-net-worth individuals.
At Affinity, we look at things a little differently.
Our bespoke advice is open to all and comes without the usual jargon. That way, we can give you sound advice that’s straightforward, practical, and catered to your unique situation.
With us, you’re in safe hands.
At Affinity, our mission has always been to make bespoke Mortgage & Protection advice open and accessible to everyone, not just the wealthy. Expert and informed financial advice is at the heart of what we do, but it’s our relationship-led approach that really sets us apart.
We understand that getting your assets in order isn’t just about peace of mind right now, it’s about setting you, your business, and your loved ones up for the future.
We can offer you a wide range of financial services including Income Protection, Accident Cover, Buy to Let Mortgages and Keyman Insurance - supporting you from start to finish.
At Affinity, we are supported by Openwork, one of the UK’s largest and most trusted financial intermediary networks, so you can be sure that you’re getting access to the widest range of lenders and providers.
Based out of South Wales and helping clients across the UK, we're here to help you achieve your financial goals.
Get in touch today!
With a trustworthy and people-driven approach to financial advice, our advice will always be ethical and with your best interests at heart.
We understand that your time is valuable, which is why we will aim to get things right for you the first time.
Expert advice based on your unique financial situation to help you achieve your goals
We offer access to the widest range of providers, lenders, and best-in-class products.
Our customer charter is simplified without the jargon and buzzwords, meaning we speak to you in a language that you understand.
Mortgage and protection services in one place. You'll never have to worry about marrying up all of your finances again.
Senior Partner
Qualifications: Advanced Diploma in Financial Planning, Certs CII (Mortgage & Equity Release)
I am passionate about helping people from all backgrounds achieve their financial goals. I work with the most reputable providers in the UK market to enable my clients to access the best solutions to meet their needs. I tailor make bespoke advice packages for all my clients and always do my best to provide a high-quality service. My services cover the full spectrum of your financial planning needs and rest assured I will always do my best to go the extra mile for my clients and make myself available to them whenever they need me. My email address is below if you’d like to arrange an informal chat.
Senior Partner
Qualifications: Certificate in Mortgage Advice & Practice, Certificate in Regulated Equity Release
I initially began my career in financial services working within the insurance sector and I then progressed into mortgage advice. I use my skills, expertise and specialist industry knowledge in order to provide a comprehensive and professional service to my clients in both Welsh and English. I have great relationships with established mortgage lenders & insurers to give my clients the peace of mind that they are in safe hands and that they have someone to trust who will go above and beyond for them at any stage of their life. My email address is below if you’d like to arrange an informal chat.
Mortgage & Protection Consultant
Qualifications: Certificate in Mortgage Advice & Practice
At Affinity, it is our people-led approach that sets us apart; building relationships is what we do. This is why we offer face-to-face meetings to every client. We’re always happy to arrange an appointment within standard business hours, at a location of your choosing. We cover the entire South Wales and West region including Cardiff, Bridgend, Newport, Swansea, Rhondda Cynon Taff and Bristol.
For the more tech savvy, or just those who wish to stay at home, we offer online video call appointments. Simply build your financial profile on our website, which can then be shared with your Affinity advisor. We’re happy to use email, Whatsapp, Skype, Zoom, or any other platform you would prefer.
At Affinity Financial, we believe that every person deserves the opportunity to live in safety and comfort. To help raise awareness and combat homelessness in Wales, Affinity Financial has recently teamed up with Shelter Cymru, a leading service provider that offers free advice and support to prevent or lessen the chances of becoming homeless.
Affinity Financial is committed to delivering on its pledge by participating in various local sporting and community events. One such event was the recent Cardiff Half Marathon where one of our Co-Founders, Kyran Roberts finished strong raising significant amounts for Shelter Cymru!
Client or not, you too can join us in the movement. Please donate here.
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.
No problem. We’re here to help. Simply fill in the below query form and one of our friendly team will get back to you.
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.
