Affinity Financial Planning is a financial services company based in Birmingham, England. They specialize in savings banks and offer a range of financial planning services to their clients. Their goal is to help individuals and businesses achieve their financial goals through personalized and comprehensive planning.
Introduction to Affinity Financial Planning
Affinity Financial Planning is a UK-based company that provides financial services to individuals and businesses. With over 10 years of experience, the company's purpose is to help clients achieve their financial goals and secure their future. What makes Affinity Financial Planning unique is their personalized approach to financial planning, as they understand that each client's needs are different.Services & products
Affinity Financial Planning offers a range of services, including financial planning, retirement planning, investment management, and estate planning. They also provide advice on insurance and mortgages. Clients can buy financial plans tailored to their specific needs and goals.Location
Affinity Financial Planning is located in the Harborne area of Birmingham, England. The area is known for its vibrant community and is home to a variety of businesses, including independent shops, cafes, and restaurants. The nearest public transportation options are the Harborne High Street bus stop (0.1 miles), the Harborne Road bus stop (0.2 miles), and the University train station (1.2 miles).Benefits
Clients should choose Affinity Financial Planning because of their personalized approach and commitment to helping clients achieve their financial goals. The company has a team of experienced advisors who provide tailored advice and support throughout the financial planning process.Good to know
Clients should be aware that Affinity Financial Planning is a savings bank that offers financial services. They should also note that the company requires an initial consultation fee to begin the financial planning process.Reviews
Customers have praised Affinity Financial Planning for their knowledgeable advisors and personalized approach to financial planning. Clients have noted that the company's services have helped them achieve their financial goals and secure their future.
FAQ
What is the interest rate on savings accounts?
At Affinity Financial Planning, our savings accounts offer competitive interest rates that vary depending on the type of account and current market conditions.
Are there any fees associated with opening or maintaining an account?
We strive to be transparent with our customers and do not charge any fees for opening or maintaining a savings account with us.
Can I access my account online or through a mobile app?
Yes, we offer online and mobile banking services for our customers to easily access and manage their savings accounts.
What types of loans do you offer and what are the interest rates?
We offer a variety of loans, including personal loans, home loans, and auto loans. Interest rates vary depending on the type of loan and your individual credit history.
Do you offer any investment options, such as CDs or mutual funds?
Yes, we offer a range of investment options such as CDs and mutual funds to help our customers grow their wealth and achieve their financial goals. Our experienced financial advisors can help you make informed investment decisions.
