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.
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.
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
Samantha James joined Affinity Financial at the start of 2023 with a wealth of experience having been a Mortgage Advisor in the Financial Services Industry for the past 7 years.
As a fluent Welsh speaker Sam is able to offer mortgage appointments through the medium of Welsh or English. She Loves helping her clients obtain the outcomes they desire - whether that’s buying a new home, refinancing a mortgage deal or protecting the ones they love.
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.
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