Affinity Financial
Affinity Financial – Redefining Financial Advice for a New Generation
Based in the heart of South Wales, Affinity Financial is a forward-thinking mortgage and independent financial advice (IFA) firm on a mission to reshape the future of financial guidance across Wales and the UK.
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With deep local roots and national ambitions, we combine personal, relationship-led service with innovative, modern financial solutions. Our team of experienced advisors provides tailored mortgage and wealth planning services designed to empower individuals, families, and businesses to make confident, informed decisions.
As we enter an exciting phase of growth, Affinity Financial is actively expanding our advisor network and investing in the next generation of financial professionals. Our goal is to build a trusted, values-driven brand that champions transparency, expertise, and a client-first approach.
We’re not just growing a business—we’re building a movement to elevate the standard of financial advice.