I’m Steve Ellis Dip PFS, and I’m a qualified and experienced Independent Financial Advisor.
I began my career as a Financial Advisor in 1999, and have worked my way through the industry progressively. I began as a Tied Advisor with Allied Dunbar in Brighton, then became a Self-Employed Independent Advisor with a Private Practice in Storrington, and later was appointed a Partner of that Firm.
I established AffinityFinance as a totally Independent Sole Proprietor in 2006, and have never looked back since. It’s been the best career move I ever made both for myself and for my Clients. It works as a mutually beneficial relationship and always will do..
My job therefore, 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.
I also work as a volunteer speaker for the FCA’s Consumer Financial Education Body (CFEB) presenting their Money Made Clear education program. This provides generic, commercial free information, by way of seminars, in the hope that it will lead to better money management for all concerned.
AffinityFinance are Independent Financial Advisors providing impartial professional advice, predominantly about Investments, Pensions, and Inheritance Planning, to people from all walks of life.
We are a small self-owned practice, based in Worthing, West Sussex and 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 are 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.
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 or more to complete!
We want you to feel good about your personal finances, to enjoy the journey, however long or short, however hard or easy; and to be happy with the final outcome, whatever it should be.
We want you to be better off for having dealt with us…
Let us help you start planning your financial future today… It really is never too early.
- Savings & Investments
- Pensions & Annuities
- Tax Planning
- Inheritance Planning
- General Financial Advice