Affinity Financial Awareness Limited

Reference number: 409160

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Also trades as
  • Affinity Connect
  • my wealth Estate Planning

Company details

From the company's Companies House record.

Company number
05246999
Company status
Active
Company type
Private limited company
Incorporated
30 September 2004 (21 years old)
Registered office
Third Floor, 5 St Paul's Square, Liverpool, L3 9SJ, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
David Frederick Cassidy Director Jul 1955 11 May 2016
Mark Leonard Hutchinson Director Apr 1956 11 May 2016
Stuart Murray Payne Director May 1974 11 May 2016
Ian James Copelin Director Jul 1971 25 Jul 2016
Paul Eric Morton Director Feb 1969 25 Jul 2016
Mark Leonard Hutchinson Secretary Not published 11 May 2016

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.

    Check your FSCS cover →

Show FCA detail (3 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Names it no longer trades under

This firm has retired 4 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • Affinity Care
  • Affinity Corporate Solutions
  • Affinity Estate Planning
  • Affinity Property Finance

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Common questions

Frequently asked questions

Is Affinity Financial Awareness Limited FCA authorised?
Yes, Affinity Financial Awareness Limited (FRN 409160) is authorised by the FCA to carry out regulated activities.
Is my money safe with Affinity Financial Awareness?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Affinity Financial Awareness to the Financial Ombudsman Service, free of charge.
Is Affinity Financial Awareness a scam or clone?
Affinity Financial Awareness is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Affinity Financial Awareness's Firm Reference Number (FRN)?
Affinity Financial Awareness's FRN is 409160. You can verify it on the FCA register.