Affinity Financial Awareness Limited

• Principal Place of Business

  Third Foor

  5 St Paul's Square

  Liverpool

  L3 9SJ

  UNITED KINGDOM

  Phone

  +448000492011

  Web

  https://www.affinityadvise.co.uk

• Complaints Contact

  Third Floor

  5 St Paul's Square

  Liverpool

  L3 9SJ

  UNITED KINGDOM

  Phone

  +448000492011

• Investment Advice (no pensions)

  For Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Setup

  For Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Kerry McCrohon

  IRN KKJ00001

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 17 Jun 2025)
• Kevin Andrew Barry

  IRN KAB00018

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (5 Mar 2019 to 8 Dec 2019)
• Khudeja Khatan Khalique Odon

  IRN KXK01248

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 19 Nov 2025)
• Kieran Cameron

  IRN KXC01185

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (9 Jun 2016 to 8 Dec 2019)
• Kim Elizabeth Pocock

  IRN KEP00001

  • CF30 Customer (6 Mar 2008 to 28 Jun 2016)
• Kirsty Isobel Haydock

  IRN KIS00010

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 31 Jan 2025)
• LEO Richardson

  IRN LXR01439

  • [FCA CF] Functions requiring qualifications (26 Oct 2021 to 4 Sep 2025)
• Laura Maria Teehan

  IRN LMT01036

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 24 Oct 2025)
• Laurence Justin Gould

  IRN LJG00010

  • CF30 Customer (2 May 2008 to 26 Sep 2008)
• Lawrence Mark Berman

  IRN LXB00046

  • CF30 Customer (1 Nov 2007 to 6 Aug 2008)
  • CF21 Investment Adviser (29 Dec 2005 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (24 Nov 2004 to 29 Dec 2005)

No changes recorded yet.