Affinity Financial Planning

Affinity Financial Planning is a trading name of Affinity Business Services Limited, which is an appointed representative of The Openwork Partnership. The Openwork Partnership is a trading style of Openwork Limited, authorised and regulated by the Financial Conduct Authority. Darshan Sekhon is the Principal at Affinity Financial Planning.

Darshan Sekhon has over 34 years of professional experience as a financial consultant and holds a Diploma qualification. Darshan Sekhon relocated to Harborne in April 2005. The team includes Christopher Mascarenhas as Office Manager and Melek Turkay as Research and Support Assistant. Affinity Financial Planning provides financial advice for Pension Planning, Investment Planning & Protection.

Affinity Financial Planning is repeatedly described by clients as a practice built around personal, attentive service, with Darshan named most often as the adviser who explains pensions, investments and financial planning in language that is easy to follow. Customers in several reviews describe meetings lasting an hour or more in which their circumstances and goals were explored thoroughly, and they say they left with far greater clarity about their options. Something that features in review after review is the sense of trust and confidence clients place in the firm, with reviewers describing advice as sound, professional and tailored to the individual rather than generic.

The wider team, including Lindsey, is mentioned warmly for a friendly and welcoming manner, and longer-standing clients note that support continues consistently over the years as circumstances change. Reviewers also highlight the care taken to understand family situations, with one planning session involving a parent handled sensitively and informatively. The clear communication of both present position and future possibilities features throughout the feedback, as does the feeling of being treated as a person rather than simply a customer.