Affinity Financial Planning
WEALTH MANAGEMENT, HARBORNE, BIRMINGHAM Delivering professional and expert financial advice for Pension Planning, Investment Planning & Protection. Our service is built around comprehensive financial planning and sound investment principles. By exploring your goals and objectives we can tailor a financial strategy specific to your needs using the products and services of a carefully selected range of companies that share our high standards. The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
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Verified contacts
4
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
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no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- CM
Christopher Mascarenhas
Paraplanner · Finance & Accounting
EmailPhone - DS
Darshan Sekhon
Company Owner · General Business & Management
EmailPhone
Showing 2 of 4 verified contacts
Top roles at Affinity Financial Planning
4 distinct titles indexed · top 4 shown.
- 1business management apprentice
- 1company owner
- 1financial planning administrator
- 1paraplanner
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