Affinity Financial Planning
Affinity Financial Planning provides financial advice, specializing in Pension Planning, Investment Planning, and Protection. Their service focuses on comprehensive financial planning and investment principles tailored to individual needs.
- Life Insurance
- Pension Planning
- Wealth Management
- Investment Planning
- Personal Protection
- Business Protection
- Income Protection Insurance
- Payment Protection Insurance
- Life & Critical Illness Cover
Locations
Competitors
Coach House Wealth Solutions is a holistic financial planning service designed for business owners.
Keeley & Co is an independent financial advisory firm that offers comprehensive financial planning, wealth management, and insurance services.
Independent Women is an independent advice firm specialising in financial planning, investment management, and personal tax advice for women.
Margetts Wealth Management is dedicated to providing comprehensive financial planning tailored to the unique needs of each client.
Company Details
Affinity Financial Planning is operated by Affinity Business Services Limited and is a Active company incorporated on 24 August 2001 with the registered office located in Birmingham, West Midlands. Affinity Business Services Limited was registered 24 years ago.
Status
Active
Size
Micro
Directors
1
Age
24 years old
Employees
3
Turnover
Unreported
Total Assets
£678.99K
Cash in Bank
£416.46K
Total Liabilities
-£104.08K
Teams
4
2
1
1
Company Owner • Joined Feb 1990
Employee
Paraplanner • Joined May 2024
Business Management Apprentice • Joined May 2024
Company Owner • Joined Feb 1990
Business Management Apprentice • Joined May 2024
Paraplanner • Joined May 2024
Employee