Affinity Financial Awareness
www.affinityadvise.co.ukAffinity Financial Awareness provides independent financial advice and is part of the Wealth at Work group. As part of the group, clients may benefit from other services such as the discretionary managed portfolio service provided by my wealth. The discretionary managed portfolio service creates tailored investment strategies to meet a client’s personal objectives which are flexible enough to adapt to changing needs. This is achieved by creating bespoke investment portfolios that are selected from the whole-of-the-market without any restrictions which are actively managed to ensure they remain appropriate through changing market conditions.
Read moreAffinity Financial Awareness provides independent financial advice and is part of the Wealth at Work group. As part of the group, clients may benefit from other services such as the discretionary managed portfolio service provided by my wealth. The discretionary managed portfolio service creates tailored investment strategies to meet a client’s personal objectives which are flexible enough to adapt to changing needs. This is achieved by creating bespoke investment portfolios that are selected from the whole-of-the-market without any restrictions which are actively managed to ensure they remain appropriate through changing market conditions.
Read moreCountry
City (Headquarters)
Bristol
Founded
2001
Estimated Revenue
$10,000,000 to $50,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Senior Marketing Executive
Email ****** @****.comPhone (***) ****-****Lead Administrator
Email ****** @****.comPhone (***) ****-****Ifa
Email ****** @****.comPhone (***) ****-****Ifa Sale Support Adminstrator
Email ****** @****.comPhone (***) ****-****
Technologies
(18)