About Us

Our USPs

Affinity Associates has not only proven successful at regularly attracting new customers and growing into a truly international presence, but also at retaining loyal customers for many years. We pride ourselves on the long-lasting relationships we have formed with all our clients, and the high numbers of recommendations and referrals we receive.

So, why do our clients love working with Affinity Associates so much? There are a lot of great reasons why we are the preferred choice for individuals and businesses seeking reliable financial solutions, but here are the top 3:

An unbeatable reputation

Our team has over 60 years experience within the industry, advising clients on all aspects of Pensions, Investments, Protection, Mortgages and Wills, as well as a huge range of secondary services. We offer advice to more than 6,000 individuals and companies and have a well-earned reputation for operating a fast, efficient, reliable, and first-class service using the latest technology.

Local presence, global solutions

Every one of our offices and franchise locations operates right in the heart of the local business community and understands its needs. As small business owners themselves, they have a great deal in common with their clients but, thanks to their connection to the global network, can offer an extraordinary range of services unrivalled by even some of the biggest accountancy firms. For our clients, it really is the best of both worlds!

The personal touch

We love numbers, but we never treat any of our clients like one! We take the time to listen and understand each and every one’s unique needs and circumstances so that they always know we appreciate their goals, challenges and aspirations. This not only leads to a relationship built on trust, but also allows us to create customised strategies which suit their needs and objectives rather than take a “one size fits all” approach. Our clients know they can always count on us to give them the support they need.

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