Affinity Financial Planning
About the Business
Affinity Financial Planning is a trusted establishment based in the heart of Harborne, Birmingham. With a commitment to excellence, this finance institution offers personalised financial services and long-term investment advice to individuals, families and small businesses. Its experienced team of financial advisors works hard to understand clients' goals and aspirations, working closely with them to create bespoke financial plans and investment portfolios that are tailored to their unique needs.
Whether you're looking to accumulate wealth, plan for retirement or safeguard your future, Affinity Financial Planning can help. The institution offers a wide range of comprehensive financial services including investment planning, pension advice, inheritance tax planning, savings, and much more. Its team of advisors utilise their extensive knowledge, expertise and technology to deliver accurate and reliable financial advice that is easy to understand.
Located conveniently at 15 High Street, Harborne, Birmingham, Affinity Financial Planning is a point of interest for anyone looking for quality financial services. Its reputation for providing sound, impartial advice is well-renowned, making it a leading institution in the finance industry. If you're looking for a long-term partner to help you achieve your financial goals, look no further than Affinity Financial Planning - your trusted financial advisor.
Photos
Location & Phone number
15 High St, Harborne, Birmingham B17 9NT, United Kingdom
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Amazing organisation.. Really helpful and friendly staff"
"Darshan is very professional and helpful. Affinity Financial Planning is an excellent service. I feel 100% confident and secure with their handling of my finances. Thank you"
"Excellent commitment to our needs. Care and consideration is always a priority during one to one dealings. Darshan treats all customers as individuals and not just customers. Highly recommended."
"It has been such a great experience meeting Darshan, Lindsey and the team from Affinity. I have met quite a lot of financial advisors in recent years and was very keen to find someone who i could actually meet face to face and speak to, who understood my goals and aspirations and who i felt i could really trust. I have been delighted with the level of expertise and the friendly, warm approach by the team. And of course, it's nice to see my wealth increasing already too and we only started quite recently. would highly recommend. :)"
"I highly recommend Darshan and his team they are very professional and understand the market they are in. They are very passionate and do their due diligence, very informative with the level of detail about the right investment for yourself its been a pleasure working with Affinity Financial Planning."
List of local businesses, places and services in Birmingham
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos