At Affinity Global Wealth they strive to provide the best unbiased advice to their clients, they are completely independent meaning that they are not tied to any 3rd party and work on a whole of market basis. This provides their clients with piece of mind that they are working for them and not in the interests of any insurance, fund house or bank that they have terms of business with.
They build long term relationships with their clients and provide a full holistic financial planning approach. If they can’t provide the service required by their clients then through their array of professional business partners they often can, whether you are looking at mortgages, currency exchange, wills or any other legal or taxation matters, they can help.
Trust is the key to success when working with a financial partner and they offer full transparency in terms of the fee’s with any financial arrangements you may make. Affinity do not charge a direct fee for their service, they will firstly sit down with you and conduct a full and thorough financial review. After they understand your financial needs, goals and aspirations, they will prepare a professional financial report and roadmap to achieving your desired goals.
There is no direct cost for their service and further more there is no obligation to take their advice. Once you become a client you will be provided with a dedicated qualified adviser, as well as an administrator and account manager to cater for all your needs. They provide you with a quarterly review of your plans and online access so you can monitor the progress online. All of their investments are constantly monitored and they will make changes to cater for market conditions and their own personal circumstances as they understand things in life often change.
The financial advisers trading under Affinity Global Wealth are members of Global Partners International (IFA Network). All approved individual members of Global Partners International are Appointed Representatives of Global Partners International. Global Partners International is licensed and regulated by the Gibraltar Financial Services Commission (FSC) and bound by the rules under licence number FSC1118B. As well as being a fully regulated and independent financial advisory group, they work with some of the world’s leading financial partners and do not handle any client money directly, so you will have a direct relationship and contract with the financial entity they recommend.
Av. Vilamoura XXI,
Edifício Portal,
Bloco B -1B,
8125-406,
Quarteira
Tel: +351 289 314 530
Fax: +351 289 314 520