UK (FCA)
Authorised
Authorised since November 2025
Last updated 11 February 2026
Affinity Financial Management Limited
Investment and advice, Holistic financial planner
Location
Unit 6 - Llys Deri, Parc Pensarn, Carmarthen, SA31 2NF
Summary
Affinity Financial Management Limited is a Carmarthen-based holistic financial planner. It was first authorised by the FCA in 2025. It has permissions related to credit, investments, mortgages & home finance, and pensions.
Timeline
3 November 2025
Authorisation and register history is being refreshed.
Firm permissions
CBTL
Consumer Credit
Designated Investment Business
Regulated Home Finance
Latest financial accounts
Key people
SMF17 Money Laundering Reporting Officer (MLRO)
Mr Kyran Charles Roberts
email@company.com+44 20 0000 0000
FAQ
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Information shown here may be incomplete. Consult the FCA Register and Companies House for the firm’s official records.