Affinity Financial Planning
📍 Financial advisors in Birmingham
Affinity Financial Planning provides a genuinely reassuring experience for anyone navigating complex financial decisions. Their team demonstrates a commitment to understanding individual circumstances, explaining concepts with remarkable clarity and fostering a comfortable environment where clients feel truly heard. The focus is on delivering accessible advice and empowering individuals to make informed choices related to their future.
The expertise offered is exceptional, building confidence and reducing anxiety surrounding long-term financial planning. It’s clear that they prioritize client well-being and strive to provide personalized guidance with a professional and friendly approach. A commendable service for anyone seeking clarity and support in managing their finances.
Information about financial advisor in Birmingham - Affinity Financial Planning
- Wheelchair-accessible car park
- Wheelchair-accessible toilet
- Toilet
- Appointments recommended
Customer Reviews
Affinity Financial Planning has a rating of 4.8 out of 5 based on over 21 reviews on Google
Had a financial planning session today with my mum and it was a really positive experience. Everything was explained clearly and in a way that was easy to understand. Darshan took the time to listen, get to know us, and really understand our needs. He was professional, friendly, and made the whole process feel comfortable and informative. Would definitely recommend!
Had a very helpful meeting with Darshan. He explained what his company could over and their duty of care for their customers. I felt he understand my query and was able to give me good advice. He spend an hour with me and left with the clarity I was looking for. I would highly recommend Darshan and his firm.
Had a meeting with Darsham today who was a lovely gentleman he clarified all my concerns i left feeling confident about the decisions i had to make i highly recommend him.
I had a very helpful appointment with Darshan which helped me clarify my financial goals. I felt very heard, and appreciated the professional, courteous and informed support I received.
Went down today. Had a free consultation. The owner helped me with the bad situation I am in now. Will definitely be seeing him in future for more planning. Really happy with the service.
Visited the office yesterday for some financial advice around my pension. Darshan spent over an hour with me explaining my options very thoroughly. He was very knowledgeable and professional. I would definitely recommend the team at Affinity Financial Planning.
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. 🙂
Information about Affinity Financial Planning
Address
Affinity Financial Planning is located at 15 High St, Harborne, Birmingham B17 9NT, United Kingdom
Phone
The phone number of Affinity Financial Planning is +44 121 427 4000
Website
The website of Affinity Financial Planning is: affinityfinancialplanning.co.uk
Business Hours
Monday: 09:00–17:00
Tuesday: 09:00–17:00
Wednesday: 09:00–17:00
Thursday: 09:00–17:00
Friday: 09:00–17:00
Saturday: Closed
Sunday: Closed