We are an independent, Carmarthen based firm of financial and mortgage advisers, directly authorised by the Financial Conduct Authority and trusted by hundreds of families and businesses across Wales.
Affinity Financial is an independent firm of financial and mortgage advisers based in the heart of Carmarthen, with a second office in Tenby. We are directly authorised by the Financial Conduct Authority, so our advice answers to you and to the regulator, never to a lender or a product provider.
We built the firm on a simple belief, that good financial advice should be open to everyone, not just the wealthy. Whether you are arranging a first mortgage, protecting your family or planning for retirement, we take the time to understand your situation and shape the advice around it, in Welsh or English.
That approach has earned national recognition and hundreds of five-star reviews. What matters most to us, though, is the long relationships we build with the people and businesses we look after across Wales and beyond.
As a directly authorised, Chartered firm, we are held to the highest professional and regulatory standards. Here is what that means for you.
You will always deal with a named adviser who takes the time to understand your goals. Connect with any of the team on LinkedIn.
We are proud to sponsor local clubs and teams, and to support good causes in our community.
Independent advice, measured against recognised professional standards.
Whether you have a question or you are ready to get started, our advisers are happy to help, with no obligation.
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