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 9th May 2025.

Global markets offered a mixed but ultimately encouraging picture this week, as investors digested key developments across trade, and central bank policy. At the heart of market attention were the latest interest rate decisions from the Federal Reserve and the Bank of England.

Market Update – 14th May 2025.

The United States and China announced a breakthrough in trade talks on Monday, agreeing to pause most of the tariffs imposed on each other’s products for a period of 90 days. As part of the deal, both nations will significantly reduce their mutual tariffs— the US will cut tariffs on Chinese goods from 145% to 30%, while China will cut tariffs on American imports from 125% to 10%.

How financial coaching can help people get on track with their finances.

Almost a quarter of UK workers (23%) have had to borrow money from family and friends in the last year because of money worries, and almost a fifth have taken on debt (18%). It seems financial worries have become the new normal. With almost 14.6 million UK adults not coping financially or finding it difficult to cope, many are looking for ways to help ease the strain on their finances.

How employers are stepping up and helping people manage financial stress.

Money worries are having a detrimental impact on the workplace with our latest research finding that 40% of employees believe that it affects work performance by causing increased stress levels. One in ten (10%) say it has led to increased sick days.

Accreditations and Awards