Established in 2002, Affinity Wealth Management is a UK-based financial planning firm that holds the prestigious 'Chartered Financial Planners' title, considered the gold standard in the industry. The company is committed to providing expert, independent, and tailored financial advice to individuals, families, and businesses. Their core mission is to build long-term client relationships based on trust, integrity, and exceptional service, helping clients achieve their financial goals through comprehensive services including investment, retirement, and estate planning.

Founded in

United States