Affinity Financial Management Limited
Investment and advice, Holistic financial planner
Affinity Financial Management Limited, Canolfan Yr Atom (Welsh Centre), 16-18 King Street, Carmarthen, SA31 1BN
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
Role appointment: [FCA CF] Functions requiring qualifications (Mr Malcolm Bryan Rees)
Role appointment: [FCA CF] Client dealing (Mr Richard David Emms)
First authorised by the FCA
Firm permissions
SMF17 Money Laundering Reporting Officer (MLRO)
Mr Kyran Charles Roberts
CPD20 - Advising or arranging regulated mortgage contracts
Mr Kyran Charles Roberts
CPD20 - Advising or arranging regulated mortgage contracts
Mr Malcolm Bryan Rees
CPD20 - Advising or arranging regulated mortgage contracts
Ceri Samantha James
CPD20 - Advising or arranging regulated mortgage contracts
Rhys Francis Young
CPD21 - Advising or arranging equity release transactions
Mr Kyran Charles Roberts
CPD21 - Advising or arranging equity release transactions
Rhys Francis Young
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Kyran Charles Roberts
The London Institute of Banking and Finance (LIBF) - formerly known as IFS
Mr Malcolm Bryan Rees
The London Institute of Banking and Finance (LIBF) - formerly known as IFS
Ceri Samantha James
The London Institute of Banking and Finance (LIBF) - formerly known as IFS
Mr Kyran Charles Roberts
FAQ
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