
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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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 clients 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
Affinity financial awareness operates in the Financial services industry.
Affinity financial awareness's revenue is 11m - 100m
Affinity financial awareness has 11 - 50 employees.
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