Affinity Financial Advisors Ltd Omdömen 

60
TrustScore 5 av 5

4,8

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Det här tycker kunderna

Betygsatt 5 av 5 stjärnor

My wife found this company on line as we were looking for a local, face to face pension advisor. From the first meeting with Matthew Chapman I realised I found the perfect advisor. Professional and... Se mer

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Betygsatt 5 av 5 stjärnor

To Whom It May Concern, I highly would recommend Mr Steven Groves and his team of Affinity Financial advisors Ltd. Mr Groves gave us personal attention and came to our house .He helped... Se mer

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Betygsatt 5 av 5 stjärnor

Bradley is always amazingly helpful, supportive and easy to work with. He just helped us sort out our remortgage, third time of getting his help and we’ll be back again for sure. Mortgages and r... Se mer

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Betygsatt 5 av 5 stjärnor

Having spoken with several Financial Advisors, I was extremely grateful to finally meet Stan. He doesn’t just speak, but really listens too - and he’s not afraid to step up and tell you if you’re... Se mer

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Företagsinformation

  1. Ekonomisk rådgivning
  2. Finansiell planerare
  3. Hypoteksmäklare

Skrivet av företaget

At Affinity Financial Advisors Ltd we pride ourselves on being fully independent, meaning we can deal with a wide range of companies and are not restricted to just one or two; this allows us to tailor our recommendations to what will suit you best. This independence is a critical part of how we work and means our advice is always based on a comprehensive analysis of the market and is completely unbiased. Our advisors have a wealth of knowledge and experience, ensuring the best possible results for our clients and their families. All of Affinity’s financial advisors are members of both the Personal Finance Society (PFS) and the Chartered Insurance Institute (CII). They all hold the CII Diploma in Financial Planning and a specialist CII Certificate in Equity Release. This means they are fully qualified to advise on Pensions (pre- and post- retirement), Investments, Life Protection, Tax Planning and Mortgages. Some of our advisors have further specialist qualifications in certain areas of financial planning, enabling the firm to cover all aspects of advice. We are professionally qualified and regulated by the Financial Conduct Authority Regulatory (Reference Number 457234) Affinity Financial Advisors Ltd, High House, Harlington Road, Hillingdon, UB8 3HX


Kontaktuppgifter

4,8

Utmärkt

TrustScore 5 av 5

60 omdömen

5 stjärnor
4 stjärnor
3 stjärnor
2 stjärnor
1 stjärna

Ingen aktuell inbjudningshistorik

Det här företaget har inte bjudit in sina kunder på länge. Omdömen kanske inte är representativa

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4,8

Alla omdömen

(60)

11 omdömen under de senaste 12 månaderna

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Betygsatt 5 av 5 stjärnor

Professional straight talking pension service

After a bad experience with financial advisers, I took my time researching Affinity and more specifically Mike Oyston. With Mike's high-level skill set and patient customer service over the past 14 years, I can honestly say I am truly grateful for the pension service I have received. Thank you Affinity *****

19 oktober 2023
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Thank you for your feedback & the five-star review for Mike Oyston. We’re delighted to hear that you have had a positive experience with Mike & Affinity Financial Advisors Ltd for 14 years and it means a lot to us that you took the time to share your positive experience. Thank you.

Betygsatt 5 av 5 stjärnor

Exceptionally reassuring service

What made my experience great!? Two words: Bradley Carter. I was a first-time buyer and didn't know where to begin what I imagined to be an exceptionally overwhelming process. Bradley advised me every single step of the way and was so clear in his communication. I am now a very proud homeowner thanks to him and his fantastic service.

24 mars 2023
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Svar från Affinity Financial Advisors Ltd

Thank you for taking the time to leave this wonderful feedback for Bradley Carter. Buying your first home is a monumental event and a huge achievement and we are so glad Bradley was able to help you with the mortgage process. Affinity Financial Advisors Ltd believe that providing clear, straight forward advice is an integral part of offering a good service and Bradley goes above and beyond in ensuring his clients do not feel overwhelmed. Thanks again for the five star review, we really do appreciate it.

Betygsatt 5 av 5 stjärnor

Bradley Carter at Affinity is an…

Bradley Carter at Affinity is an absolute gem. After all the uncertainty with mortgage rates, he provided wonderful advice and guided me to an answer that worked best for me. I know I'll always be coming back to him so you're really lucky to have him in your team. Thanks again! - V

23 mars 2023
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Svar från Affinity Financial Advisors Ltd

Thank you Viz, for taking the time to leave this wonderful feedback for Bradley, he certainly is a valued member of the Affinity Financial Advisors team. I have passed your comments onto Bradley and he is happy to have helped, we look forward to working with you again in the future.

Betygsatt 5 av 5 stjärnor

Thank you Bradley Carter Bradley was informative honest and…

Bradley was informative honest and friendly. He was professional and kept in touch right through to to the end. My family are very happy with all the advice he gave to help make our decisions.

24 november 2022
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Svar från Affinity Financial Advisors Ltd

Thank you so much for the wonderful feedback you left, I have passed your comments onto Bradley and he is delighted that you took the time to leave him five stars!

Betygsatt 5 av 5 stjärnor

Bradley is always amazingly helpful

Bradley is always amazingly helpful, supportive and easy to work with.
He just helped us sort out our remortgage, third time of getting his help and we’ll be back again for sure.

Mortgages and remortgaging can feel stressful but Bradley is always on hand to help, reassure and advise.

Thank you Bradley!

1 december 2022
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Thank-you Beth, for your positive feedback. We're delighted that you're happy with your experiences with Bradley and Affinity Financial Advisors.

Betygsatt 5 av 5 stjärnor

A GREAT FINANCIAL EXPERIENCE…

Gavin had studied all that we needed to discuss

helpful advice - developed a plan

explained everything in easy to understand language

made me feel very confident.

14 oktober 2022
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Svar från Affinity Financial Advisors Ltd

Thank you for your positive feedback and for leaving us 5 stars. We're delighted that you're happy with your experience with Gavin and Affinity Financial Advisors.

Betygsatt 5 av 5 stjärnor

Excellent customer service. Gavin Hilton was extremely helpful and…

Gavin Hilton was extremely helpful and knowledgeable. I felt that he was totally committed to giving me the best advice. He made me feel that I was important to him and that I was a special costumer. I feel very safe under his financial guidance.

14 oktober 2022
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Svar från Affinity Financial Advisors Ltd

Customer care is really important to us and so we appreciate you taking the time to leave your review of the service you have received from Gavin and the team at Affinity. I have passed your comments onto Gavin and he is delighted with your feedback and 5 stars, thank you!

Betygsatt 5 av 5 stjärnor

Gavin at Affinity has helped us.

Gavin at Affinity has helped my wife and I optimise our savings into the best options for our retirement. He is always available or on hand to give advise or help.

1 mars 2022
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Svar från Affinity Financial Advisors Ltd

Thank-you Shaun, for your positive feedback. We're delighted that you're happy with your service from Gavin and Affinity Financial Advisors. Thank you for taking the time to share your experience.

Betygsatt 5 av 5 stjärnor

Great advisors!

I had the pleasure of having Bradley Carter as my mortgage adviser. I’m a first time buyer and Bradley took a complicated concept and broke it down for me.
He is incredibly competent, helpful and always gave me a full and honest advice. He was patient and kind throughout the whole process.

Bradley worked incredibly hard and efficiently and was always available to answer my many questions! He’s seen me through to the end and I would recommend Affinity to anyone looking for competent, helpful and friendly advisors.

Thank you Bradley! I’m only where I am because of your support :)

21 oktober 2022
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Svar från Affinity Financial Advisors Ltd

We love that Bradley was able to simplify a complicated process and be on hand for any questions you had, that’s the aim! I shall pass your kind words onto Bradley and the team.
All the best 😊


Betygsatt 5 av 5 stjärnor

Strong and trusting financial relationship

What started out as a quick conversation about how I should start getting my financial affairs in order, has turned into a five-year strong and trusting relationship.

Gavin is just brilliant and I couldn’t do without him when it comes to financial matters!

He has taken the time to get to know me and what I need. He has the knowledge and expertise to cover all financial aspects providing me with clear advice and always follows up with report-based recommendations. He is quick to respond to my questions and has never pressurised me to make decisions.

In addition, Gavin is supported by a strong team at Affinity Financial Advisors, along with new software that can help show different financial scenarios which I have found very helpful.

Thank you Gavin for all your advice over the years!

10 augusti 2022
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Svar från Affinity Financial Advisors Ltd

Thank you Emma, for your 5 star review and recommendation. This means a lot to Gavin and the team and we are always happy to be able to help.

Betygsatt 5 av 5 stjärnor

Gavin Hilton is a star

We have been working with Gavin Hilton from Affinity Financials since 2016. We feel so lucky to find him. He is absolutely amazing. If I could give million stars I would. We have got 3 properties with his help with the best rate possible. He is now doing our will and estate plannings and pensions. We would work with him for life time and would not even consider someone else.
He is trustworthy, informative and very good at his job. Thanks to him for all his help over the years.

13 juni 2022
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Svar från Affinity Financial Advisors Ltd

Thank you for taking the time to leave a review about the service you have received from Gavin from 2016 through to the recent advice on pensions and planning your estate. Gavin is committed to providing a high standard of advice and will be over the moon that you took the time to leave him five stars. Thank you so much!

Betygsatt 5 av 5 stjärnor

Rob Salter and Affinity Financial Advisors.

Rob Salter and the team at Affinity have very effectively been looking after the pension and financial arrangements of my wife and I for nearly six years to the present. Initially with guidance on establishing the most appropriate scheme and secure home for our pension funds, and subsequently with their active management. Throughout this time we have felt fully confident that the advice we’ve received has been of a very high standard, provided us with good investment returns and the best form of income for our retirement. Dealing with Rob is informative and a pleasure. He clearly feels invested in meeting our needs and expectations and is always happy to explain the background to his advice and the markets. Highly recommended.

14 september 2022
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Svar från Affinity Financial Advisors Ltd

Dear Richard
Thank you for taking the time to leave a review for Rob and the team at Affinity. Rob is 100% invested in meeting the needs and expectations of each client and here at Affinity we love nothing more than knowing our clients are confident in the advice received and would recommend us to others.

Betygsatt 5 av 5 stjärnor

Josh went above and beyond

Josh Paine helped us arrange our first mortgage. He was extremely helpful throughout the whole process, always on hand whenever we had any questions and offered clear advice. Thank you to Josh and Affinity. I would highly recommend to anyone looking for financial advice.

10 augusti 2022
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Svar från Affinity Financial Advisors Ltd

Dear Joelle, Thank you for leaving feedback on the advice and service you received from Josh Paine and Affinity Financial Advisors Ltd. Josh exemplifies what we pride ourselves on at Affinity; easy to deal with, plain speaking, honest and transparent advisors.

Betygsatt 5 av 5 stjärnor

Affinity Rob Salter

I have been dealing with Rob Salter for many years regarding my pension fund. Having just retired from my family run business which is now being run by my son I needed to take advise on ensuring I was making the most of the funds I have available to me. On a recent fact finding mission Rob was able to outline some various options which are now being worked on. I am confident that Rob’s advise will ensure Michele and I have a happy retirement.

25 augusti 2022
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Svar från Affinity Financial Advisors Ltd

Dear Stephen,
Thank you for leaving feedback on the advice and service you receive from Rob Salter and Affinity Financial Advisors Ltd. Rob takes pride in knowing that his knowledge & experience have enabled him to build a long-lasting relationship with you, ensuring you can both enjoy your retirement with confidence.

Betygsatt 5 av 5 stjärnor

Josh’ advice for our financial…

Josh’ advice for our financial situation was 5*, I cannot recommend him highly enough!. He secured us our mortgage within what I’m sure is record timing and everything was as stress free as can be thanks to him! Thank you so much josh and the affinity team!

6 september 2022
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Svar från Affinity Financial Advisors Ltd

Dear Miss Tuckwell, thank you for leaving feedback on the service you received from Josh when securing your mortgage, we are pleased that Josh was able to make the process as quick and stress free as possible.

Betygsatt 5 av 5 stjärnor

Can’t thank you enough!

Thank you so much to Josh and Affinity in arranging our mortgage. Josh was so easy to deal with, talked us through all our options and gave us such good financial advise in order to get us on the property ladder! Would Highly recommend!

6 september 2022
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Svar från Affinity Financial Advisors Ltd

Dear Mathew, thank you for leaving a review for Josh Paine. Josh works hard to ensure he provides a high standard of clear, tailored advice to his clients and receiving feedback to say that they would recommend him is incredibly rewarding. Thank you for taking the time to do so.

Betygsatt 5 av 5 stjärnor

Review of Affinity Financial Advisors

Review of Affinity Financial Advisors

Steve Groves of Affinity has been our financial advisor for the last 10 years. Having been clients of large IFA firms in the past, Steve's approach has been a welcome change, being truly focussed on developing a long term professional relationship. He really invests his time to fully understand his clients' needs and offers solutions to meet these.
Throughout our relationship ,Steve has provided detailed and coherent pension and investment advice which we have always adopted. He is keen to bring fresh and innovative ideas for consideration. He has consolidated our various pension provisions and ensured tax efficient planning for the future. He has also sourced life and health cover for us.
We have always found Steve to be extremely responsive and professional. He is able to articulate relatively complex matters in a clear, understandable manner, giving us complete confidence in him. We feel that he genuinely invested in us as his clients. We have been very happy with the returns he has achieved on the monies he has invested for us and would strongly recommend Steve and Affinity.

Sali Lewis and Graeme Maude

5 september 2022
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Svar från Affinity Financial Advisors Ltd

Dear Sali & Graeme, Thank you for your kind words, we really appreciate that you took the time to leave your thoughts and feelings the about the service you have received from Steve and Affinity over the years. I have passed your comments on to Steve and he is very grateful. There is nothing more fulfilling for Steve than knowing that his approach has installed the confidence you were hoping for when seeking financial advice initially and that he has been able to continually meet your needs and build on the strong relationship you have developed over the last 10 years.

Betygsatt 5 av 5 stjärnor

This is just a short note to thank…Kelly

This is just a short note to thank Kelly, for her helping me to discover and to be able to navigate the Affinity portal. I am not a very tech savvy person but after chatting with Kelly I was surprised to find that I could check valuations, have access to secure messaging. I could contact my advisor as well as upload documents securely, knowing all my information was safe. I was pleased to have spoken to Kelly, she was very helpful and nudged me in the direction of the portal, which an excellent feature.

1 augusti 2022
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Svar från Affinity Financial Advisors Ltd

Hi Peter, thank you for taking the time to leave us a review, its really helpful for us to understand our clients’ experience and how they feel about the service we provide. I am glad I was able to help you with the portal, if you ever need any other assistance with anything please feel free to get in touch. Have a great day!

Betygsatt 5 av 5 stjärnor

Professional and clear advice from Affinity.

Aaron at Affinity spent time to listen to my concerns and needs about how to best manage and plan a number of pension schemes I had. Previous advice had left me feeling overwhelmed and confused resulting in me taking no action. Now I feel confident that my pensions are in the right place and working for me to help achieve the retirement I want. Aaron carefully explained and advised in language I understood and answered all my questions. I would highly recommend Aaron and Affinity.

29 juni 2022
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Svar från Affinity Financial Advisors Ltd

Thank you for taking the time to leave us a review, feedback is so important to us and to Aaron there are fewer things more rewarding than hearing a satisfied client has taken the time to leave him a review. Thank you from Aaron and from everyone at Affinity Independent Financial Advisors Ltd.

Betygsatt 5 av 5 stjärnor

A genuinely trustworthy Advisor

Having spoken with several Financial Advisors, I was extremely grateful to finally meet Stan. He doesn’t just speak, but really listens too - and he’s not afraid to step up and tell you if you’re potentially making a risky decision.

Stan was able to put together a plan which worked for me, explaining every step of the journey clear.y and concisely. He knows how to explain concepts in a simple way.

If you’re looking for someone who is friendly, professional, and always available when you have a query, I’d highly recommend Stan.

19 juni 2022
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Svar från Affinity Financial Advisors Ltd

Dear David,

Thank you for leaving us a review, we love getting feedback!

Stan prides himself on his ability to focus his time & expertise to provide his clients' with the highest level of advice. I have passed your comments onto him and he is delighted that your experience with him was so positive that you took the time to leave him a review.

Thank you from Stanley & the whole team at Affinity Financial Advisors Ltd.

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