About Affinity Advice

Are you from the North East? Us too.
That’s why we’ve made it our purpose to help the people of Sunderland, Newcastle, Durham, and surrounding areas protect their hard-earned cash and make the most of their mortgages.

What makes
us tick?

Our Clients

That’s you. You’re what makes us tick.

Protecting your family if you can’t work, your home against the unexpected, and your finances in the worst-case scenario, we give you control, confidence, and peace of mind.

Considering you as a friend rather than a client, we go the extra mile and ensure you’re prepared for anything, with all the advice you’ll ever need under one roof. Have a question about anything? Don’t hesitate to pick up the phone or fire off an email.

Whenever you get in touch, we guarantee to get back to you quickly to put your mind at ease. This applies whether you’re interested in a new product, fancy a change halfway through, want to renew, or feel like exploring something else.

But who do we mean when we say “we”? Say hello to the Affinity Advice team.

Meet our
team

Adam Surtees

Director and Protection Adviser
View Profile

Andrew Cassidy

Protection Adviser
View Profile

Mark Beck

Protection Adviser
View Profile

Christopher Page

Protection Adviser
View Profile
Our service practically always starts with a cuppa, as all good things should.

Nothing is off the shelf and everything is tailored around you, your family, and your circumstances. This gives you stability and confidence and enables you to look forward instead of over your shoulder.

We can meet you in the comfort of your home for a no-obligation chat about your situation, goals, and how we can help. Then, we can find something that fits your needs and carry out regular reviews to make sure you stay happy.

Will writing

Make sure your possessions
go where they should after
you pass - your loved ones. We work with experts who can help.

Protection planning

Hope for the best,
prepare for the worst,
and protect your family. We have a range of policies to ensure you're covered.

Mortgage advice

Buying your first home,
remortgaging, buying to let.
We can help point you in the right direction to get you mortgage ready.
Mortgage services are referred to a third party. Neither Affinity Advice Ltd nor PRIMIS are responsible for the service received.
Wills are referred to a third party. Neither Affinity Advice Ltd nor PRIMIS are responsible for the service received. These services are not regulated by the Financial Conduct Authority and may have limited consumer protection.
Give us a call or drop us a message
Our goal is simple. To help you find balance and enjoy your life, looking to the future with confidence, rather than stress. We do this with the advice we provide to our clients, with everything explained in ways that are understandable to make the complex seem simple.

The vast majority of our business comes through word-of-mouth, so you know you’ll receive the very best service. Why? Because our business depends on it!
Pull up a seat