There for every step

Insurance brokers & financial planners

Wealth Solutions

Providing you with security and freedom of choice for all your financial planning needs

Secure your future

Insurance Solutions

We're not your traditional insurance broker, providing insurance for you and your business

Protect your business

Our Values

We are trustworthy

Upholding the highest standards of honesty and professionalism means we consistently adhere to a set of principles and behaviours that promote our integrity and ethical conduct.

We are approachable

We create an inclusive and open-minded atmosphere that fosters a sense of belonging, actively encourages the sharing of fresh perspectives, accommodates diverse requests, and embraces innovative ideas.

We are adaptable

We adop a versatile and adaptable mindset in our approach to every task, demonstrating our readiness to pivot, adjust, and creatively respond to shifting circumstances to address the dynamic and ever-evolving nature of our objectives.

We are dependable

We always deliver unwavering and steadfast support to those who depend on our services, expertise, and assistance, thereby maintaining a reliable and enduring commitment to meet your needs

We are creative

We harness the power of creative and innovative thinking to actively explore, discover, and devise inventive solutions and opportunities, engaging in a continuous process of inventive problem-solving for all of our clients.

How Financial Wellness helps you create freedom

Financial Wellness is our way of knitting together all elements of financial planning to give an overall assessment of your current state of financial health.

The assessment will determine to what degree your financial situation and the financial capability that you have developed will provide you with security and freedom of choice.

By focusing on your objectives and goals, instead of you, we can help you achieve true financial wellness.

Our wealth & insurance services

Take a look at the key areas we focus on, and the products we work with.

Our services

Satisfied clients

Financial Affairs made everything much clearer for me. Knowing I can turn to them for advice means I can make decisions about my retirement with much more confidence.

Jeff Harrison

The Financial Wellness Calculator is really simple to use and gave me a great summary of where my finances are at. I’d recommend it to everyone so you can find out what you need to change.

Louise Read

I’ve worked with Financial Affairs for many years, I’m so glad I found an advisor I can trust. They helped me source my last mortgage and are now helping me with my insurance and pension planning.

Carl Stewart

Financial magic! I needed advice to sort out my household finances – my wife and I had numerous accounts between us and we weren’t managing our money sensibly. It was a task I’d put off for years because I was so daunted by it. Wish I’d got in touch with Financial Affairs sooner as I received advice that was clear, precise and very helpful. Would recommend to anyone.

Luke Parkinson