Is Affinity Financial Management Limited regulated by the FCA?

Yes. Affinity Financial Management Limited appears with FCA status Authorised.

What is Affinity Financial Management Limited's FRN?

Affinity Financial Management Limited's firm reference number is 1023412.

Is Affinity Financial Management Limited a UK MiFID firm?

No. Affinity Financial Management Limited does not currently appear on the MiFID firms register used for this directory.

Firm profile

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

Website

https://www.affinityfinancial.co.uk/

https://www.linkedin.com/company/affinity-financial-management

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

First authorised by the FCA

3 November 2025

Permission update: Acting as a CBTL Advisor

3 November 2025

Permission update: Acting as a CBTL Arranger

Firm permissions

CBTL

Consumer Credit

Designated Investment Business

Regulated Home Finance

Latest financial accounts

Financial data and risk indicators are available in the full platform.

Key people

SMF16 Compliance Oversight

Mr Kyran Charles Roberts