Affinity Financial Awareness

Affinity Financial Awareness provides independent financial advice and is part of the Wealth at Work group. As part of the group, clients may benefit from other services such as the discretionary managed portfolio service provided by my wealth. The discretionary managed portfolio service creates tailored investment strategies to meet a client’s personal objectives which are flexible enough to adapt to changing needs. This is achieved by creating bespoke investment portfolios that are selected from the whole-of-the-market without any restrictions which are actively managed to ensure they remain appropriate through changing market conditions.