If you have an investment portfolio with ‘my wealth’ and you want to keep up to date with your portfolio activity in your online account, please click here to log in. If you have not yet registered for online access, you can register here using the details emailed to you.

Independent financial advice

Affinity Financial Awareness provides independent financial advice for its existing clients and is part of the Wealth at Work group.*

If you would like more information please click here, or alternatively download our Information Leaflet.

Information

*The Wealth at Work group of companies is a specialist provider of financial education and guidance in the workplace as well as investment advice for individuals.

Week ending 15th November 2024.

After reaching record highs, markets cooled this week as the euphoria surrounding President-elect Trump’s pro-business stance, dubbed the “Trump trade”, faded.

Market Update – 20th November 2024.

This morning, the UK’s CPI for October was reported at 2.3%, a sharp increase from 1.7% in September, marking a significant uptick.

Top tips to help people cut costs and manage their finances.

According to WEALTH at work’s research of over 2,000 workers, the biggest financial concerns for the year include not having enough savings for unexpected costs (40%), not being able to save enough for the future (38%), not being able to pay basic living costs such as rent, mortgage payments, energy bills, food etc. (34%) and being in debt (29%).

Autumn Budget 2024 Q&A.

See our Q&A video from our expert panel for information on how the Autumn Budget 2024 announcements may affect you and your financial plans. 

Accreditations and Awards