*  Please click on any of the images or text links throughout this website to read more about the subject matter. Thank you.  *

About Us

Hi. I'm Steve Ellis DIP PFS, with the suffix title meaning I’m a fully qualified IFA. But perhaps more useful than that, I have almost a quarter century of experience in this arena.

If you’re looking for business suits and formal meetings then I can’t help you. I don’t do that. Instead, I work on an informal but professional basis with my Clients, and have been helping many of them for a very long time, sometimes inter-generational.

I began working as a Financial Advisor in 1999, being a Tied Advisor with Allied Dunbar in Brighton, who at that time, revolutionised the industry with new concepts and consumer products. They also provided an industry leading In-House Training & Authorisation Scheme.

Following this, and as a result of a Client driven need to provide Independent Advice, I then became an IFA with a private practice in Storrington, and was later appointed a Partner of that Firm.

My final step was to go solo by establishing AffinityFinance in 2006, from which I have never looked back. It’s been the best move I’ve made: both for my Clients, and for myself. It works as a mutually beneficial relationship for all concerned.

My job as an IFA, is simply to help you make the most of your financial resources and opportunities. We’ll work together as a team. You tell me where you want to go, and I’ll help you get there safely, efficiently, and on-time.

I work openly and diligently to look after each and every one of my clients; and particularly believe in the true value of Impartial Professional Advice.

AffinityFinance are a small self-owned practice, based in Worthing, West Sussex,
and we always work in the best interests of our clients.

We are proud of what we do, and work hard to build trust and a lasting business relationship
with each and every one of our clients.

We’ll work with you throughout our structured Advice Process which focuses entirely on
helping you manage your financial affairs; and we're confident that your time with us will
be rewarding and hopefully enjoyable too.

We have found that time and time again, what most people want from their Financial Adviser
is trustworthy and effective guidance – that will work for them now, and continue to work
for them in the future.

Money is dynamic – it doesn’t stand still, and nor do your ongoing Financial Needs & Objectives. So it’s important to be constantly vigilant, and to act accordingly.

Making the most of your money requires skilful and effective Financial Planning Advice

It’s a dynamic process, which builds step by step; and progresses with you throughout the different stages of your life. It rarely stands still, and takes a lifetime, and sometimes more, to complete.

We want you to feel good about your Personal Finances, to enjoy the journey, whatever it may be; and to be happy with the final outcomes.

We want you to be better off for having dealt with us…

Let us help you start planning your financial future today… It’s never too early, and may not be too late...

Finally, it will help us to help you, if you would leave a short review of us on Google
The longer we're here, the more we can continue to help you. Thank you.