An independent financial adviser you can rely on
At Affinity Group Financial Services, you can expect professional, personal, and friendly service that you can rely on from our knowledgeable independent financial advisers. We are committed to putting our clients at the heart of everything we do and providing the best possible service.
Why choose Affinity Group Financial Services
Throughout your life, you’re likely to need different financial guidance. At Affinity, our trusted financial advisers have 100+ years of combined industry experience, helping customers make life-changing financial decisions.
Our service provides impartial, unbiased, and objective independent financial advice to protect and enhance our clients’ financial well-being.
We offer an initial consultation at no cost to help individuals and businesses plan for a secure financial future based on their needs. We operate a comprehensive, efficient and reliable service by using the latest technology for investment, pension, and mortgage research tools.
Meet our advisers
Jayesh Pandya
Jayesh is a qualified independent financial adviser passionate about helping people make smart financial decisions and understanding individual needs. He’s been in the financial industry for over 30 years and has helped many generations of families. He believes in good quality financial planning that is comprehensive and represents value. In his free time, he enjoys watching sports, swimming, and playing badminton. He’s married with two teenage boys.
Robert Surtees
Robert is a highly experienced financial advice specialist with over 20 years of industry experience. He has helped numerous individuals, families, and companies protect their loved ones and achieve their investment objectives. In his earlier years, he primarily worked in retail and private wealth management. Later, he specialised in advising the education sector and local government professionals on retirement and financial planning, which he did for six years. He offers a wealth of knowledge and expertise, along with a passion to help you make the right financial choices, tailoring his advice to meet your needs. On a personal note, Robert enjoys photography and mountain biking and has two spoiled cats. He’s also a member of the Zoological Society of London.
The Affinity Group Financial Services’ vision
Professional ▪ Ethical ▪ Competent
The journey through life is distinct for each person, encompassing everything from the beginning of a career to retirement, and extending into the later stages of life. Our decisions on this path are instrumental in reaching our life’s objectives. We hold the conviction that all our clients are entitled to top-tier, insightful financial management advice to assist them in making wise choices for a fulfilling future.
Professional
Our commitment is to act professionally in all dealings, striving to deliver a premier service.
Ethical
Recognising that each client’s situation is unique. We aim to treat everyone with fairness while offering superior service.
Competent
We strive to offer a smooth, error-free service, focusing on getting things right the very first time.
Bespoke financial and wealth management solutions and advice, all built on decades of experience
Owning a home represents financial security and emotional well-being, and Affinity is committed to making this dream a reality for you. By partnering with us, you gain more than just a financial asset; you build a strong foundation for monetary prosperity and emotional peace.
Securing the right financing enables you to concentrate on the core of your business: growth and success. We’re here to help you find the commercial loan that fits your business perfectly. With the support of our Commercial Finance Specialists, you can explore a range of commercial finance options.
Reaching the stage where you become a provider for your family’s living standards is a significant milestone. It’s a time when your actions directly impact the well-being of your loved ones. We can offer optimal solutions to ensure that your path aligns perfectly with how you want to provide in the future.
Even the wisest sometimes delay creating a will. Take the initiative to simplify life for those you leave behind, offering them guidance and clarity in a challenging time. With our help, you can create a thoughtful and comprehensive roadmap that honours your wishes and provides peace of mind for your loved ones.
Live your best life!
We’ll be here to support you every step of the way. Contact us today to book an appointment:
- Email us at: in**@af*********.com
- We’re available from 9:00 am to 5:30 pm, Monday to Friday.
Frequently Asked Questions (FAQs)
1. What is the difference between independent financial advisers and restricted advisers?
There are two types of financial advisers you can speak to: Independent financial advisers (IFAs) and restricted advisers.
- Independent financial advisers can advise and sell products from any provider across the market. This means you will receive the best advice and products tailored just for you. We are independent financial advisers.
- On the other hand, restricted advisers can only recommend certain products or product providers to you. The adviser should be able to explain the nature of the restriction to you, but if you’re unsure, ask.
2. How much do I pay to have financial advice?
Our initial consultation is free of charge, and once we have established your individual needs, we’ll provide you with a competitive charging structure based on the level of service you require.
3. How am I protected?
The Financial Conduct Authority (FCA) directly authorises and regulates Affinity Group Financial Services. We hope you’re happy with our service; however, if we don’t meet your expectations, you can bring this to our attention. If you remain unhappy, you have the right to complain to the Financial Ombudsman Scheme (FOS).
The ombudsperson service resolves disputes fairly and impartially and has the power to put things right. It is entirely free and easy to use. If a financial services firm fails, you’re also protected by the Financial Services Compensation Scheme (FSCS), which offers a free service to consumers. It’s funded by the financial services industry.
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What our clients say about us....
Although we can tell you all about the benefits it brings to the table, there’s nothing more reassuring than hearing about how it worked for others.
Puneet Kumar
Property Landlord
I would like to acknowledge the exceptional service that I received from Affinity GFS during the entire mortgage process. The team went above & beyond to ensure everything was handled thoroughly & efficiently.
Mark Mayaski & Jessica O’Connor
Homeowners
A big thank you to all the team at Affinity GFS in guiding us both on our first home. We both had very little knowledge in securing a mortgage, but their professional and friendly approach made us realise, no question was a silly question.
Andrew Courthouse
Senior Manager
Excellent service from Affinity Group Financial Services dealing with an otherwise, difficult life subject. Thank you so much Affinity for sorting my Lasting Powers of Attorneys and Will. It has given my family peace of mind.
