Affinity Financial Advisors Ltd

26/05/2026

Quick question. Do you know how much is in your pension?

It’s easy to lose track over time, especially with multiple pots from different jobs. A quick check can give you a clearer picture of where you stand.

With changes expected from 2027 around how pensions may be treated for inheritance tax, it’s becoming even more important to stay on top of your plans.

If you’d like a hand reviewing things, we’re always happy to help.

Affinity Financial Advisors Ltd, High House, Harlington Rd, Hillingdon, UB8 3HX
www.ifa-affinity.co.uk / 01895 810 134 / [email protected]

Affinity Financial Advisors Ltd is regulated & authorised by the Financial Conduct Authority.

A pension is a long term investment. The fund value may fluctuate and can go down.

21/05/2026

Lovely feedback for Raffaela Cioffi-Pinto on Trustpilot 😊

From start to finish, making the process feel clear and easy to navigate can make such a difference — especially when things feel new or unfamiliar.

Really appreciated when clients take the time to share their experience.

Affinity Financial Advisors Ltd is authorised & regulated by the FCA (457234).

14/05/2026

Pensions are changing from 2027.

Worth a quick check to make sure everything is aligned.

If you’d like a second opinion, feel free to get in touch.

www.ifa-affinity.co.uk / 01895 810 134 / [email protected]
High House, Harlington Rd, Hillingdon, UB8 3HX

Affinity Financial Advisors Ltd is regulated & authorised by the Financial Conduct Authority.

*Pensions are long-term investments. Values can go down as well as up and you may get back less than you invested. Tax rules can change and depend on individual circumstances.

09/05/2026

Lovely feedback for Bradley Carter on VouchedFor 😊

Buying a home, sorting pensions or putting protection in place can feel a lot at times, so making things clear and easy to understand really matters.

Always so nice when clients take the time to share their experience.

Affinity Financial Advisors Ltd is authorised & regulated by the FCA (457234).

05/05/2026

Pensions have traditionally sat outside of inheritance tax planning.

But from 2027, that may no longer be the case.

Unused pension funds could be included in your estate, potentially changing how some people think about retirement and passing on wealth.

It won’t affect everyone, but I’ve broken the changes down here in case it helps anyone who may need to prepare.

Affinity Financial Advisors Ltd is authorised & regulated by the Financial Conduct Authority (FCA457234).

Pension inheritance tax changes in 2027 could affect how your wealth is passed on. Here’s what to review now and how to prepare.

27/04/2026

Another kind review for Steven Groves and the team ⭐

It’s always nice to hear when clients feel properly looked after, especially when it comes to something as important as pensions. Reducing charges, taking the time to visit clients at home, and making things feel straightforward can make a real difference.

Thank you for the kind words and for trusting us with your planning.

📞01895 810 134
📧[email protected]
🌐www.ifa-affinity.co.uk
📍High House, Harlington Road, Hillingdon, UB8 3HX

*Affinity Financial Advisors Ltd is authorised & regulated by the Financial Conduct Authority (FCA: 457234)

22/04/2026

Today is Earth Day, a global reminder of the importance of protecting our planet and making more sustainable choices, including in the way businesses operate.

We’re proud to work with CFone VOIP one Communications, a UK-based IT and VoIP provider that actively places sustainability at the heart of what they do.

CFone supports environmental action through initiatives such as:
🌱 Planting a tree for every new user to help offset carbon impact
☁️ Promoting softphone and cloud-based solutions that reduce physical hardware and e-waste
💡 Eco-conscious office practices, including energy-efficient lighting and recycling

They were also recently shortlisted for Green/Environmental Company of the Year at the Hillingdon Business Awards and highly commended, a great reflection of the work they’re doing.

We’re proud to work with suppliers who share these values.

Happy Earth Day 🌱

📞 01895 810 134
📧 [email protected]
🌐 www.ifa-affinity.co.uk
📍 High House, Harlington Road, Hillingdon, UB8 3HX

*Authorised & regulated by the Financial Conduct Authority (FCA: 457234)

18/04/2026

A simple way to think about money 🤔👇

Not saying this is what everyone *should* be doing… but it’s a helpful way to sense-check things.

Most people don’t realise where their money is going until they stop and look at it like this. Small steps like this can make a difference over time.



📞 01895 810 134
📧 [email protected]
🌐 www.ifa-affinity.co.uk
📍 High House, Harlington Road, Hillingdon, UB8 3HX

*Affinity Financial Advisors Ltd is authorised & regulated by the Financial Conduct Authority (FCA: 457234)

16/04/2026

Financial Literacy Month | Looking Back to 16th April 2024

Two years ago, we were proud to support something a little different… Helping young people understand money, pensions, and their future.

Back in 2024, our Director Steven Groves partnered with Fulham FC Foundation to deliver financial education sessions to local students, breaking down topics like budgeting, saving, and pensions in a way that actually made sense.

And the impact? “People were even talking about pensions at our staff event that night!”

Because the truth is… Financial advice shouldn’t start at retirement.
It should start with understanding, and it should start as early as possible.

This month puts a spotlight on something that should start much earlier — understanding money.

📞 01895 810 134
📧 [email protected]
🌐 www.ifa-affinity.co.uk
📍 High House, Harlington Road, Hillingdon, UB8 3HX

*Affinity Financial Advisors Ltd is authorised & regulated by the Financial Conduct Authority (FCA: 457234)

13/04/2026

One of the best parts of what we do is hearing how clients feel after everything is in place.

We’ve had some fantastic feedback for Matthew recently.

“We now have peace of mind and confidence in the cover provided… Matthew’s approach is exceptional. He took the time to listen, ensured the cover was appropriate, and kept us informed every step of the way.”

This is exactly what good advice should feel like:

✔️ Taking the time to understand what matters most
✔️ Making sure cover is right for your situation
✔️ Keeping things clear, simple, and on track

📞01895 810 134
📧[email protected]
🌐www.ifa-affinity.co.uk
📍High House, Harlington Road, Hillingdon, UB8 3HX

*Affinity Financial Advisors Ltd is authorised & regulated by the Financial Conduct Authority (FCA: 457234)

09/04/2026

April is Financial Literacy Month, and this a great reminder that managing money doesn’t have to be complicated.

When you strip everything back, it really comes down to a few key areas. Just having a bit more awareness in each of these areas can make a real difference over time. 👇

📞 01895 810 134
📧 [email protected]
🌐 www.ifa-affinity.co.uk
📍 High House, Harlington Road, Hillingdon, UB8 3HX

*Affinity Financial Advisors Ltd is authorised & regulated by the Financial Conduct Authority (FCA: 457234)