Welcome to AIWM

Inspiring our clients to “Live Life with Purpose”

READ MORE  OUR STORY

Chartered Financial Planners

All of us have things that we would like to achieve in our lives and in order to realise these dreams we need to be both focused and financially organised.

READ MORE  WHAT WE DO

CISI Accredited Financial Planning Firm

True Comprehensive Lifestyle Financial Planning takes the approach that the person is far more important than the money. Now this may seem very obvious, but in reality, how often is this practised by most Advisory Firms and Investment Managers?

READ MORE  CLIENT JOURNEY

Wealth Managers

Advisory and Discretionary Portfolio Management services within a comprehensive Financial planning framework, all designed to help you Live Life with Purpose.

READ MORE  INVESTMENT PHILOSOPHY

Estate and Tax Planners

Comprehensive advice, planning and implementation of Trusts, Wills, Lasting Powers of Attorney and other associated legal documentation.

READ MORE   OUR CORE VALUES

Retirement and Pension Planning

We specialise in working with those that are at or close to retirement.

READ MORE  CONTACT US

Integrated Financial Planning

All of us have things that we would like to achieve in our lives, whether two, five or ten years down the line, or perhaps we may want to leave a legacy of some kind. But in order to realise these dreams, we need to be both focused and financially organised.

Wealth Management

Our team of experts will provide you with a high-level professional service, taking a holistic approach in co-ordinating all areas of financial management, planning and investment advice, to ensure your wealth is always working for you.

Testimonials

At Affinity Integrated Wealth Management we always encourage feedback from our clients as their opinions on our work are of paramount importance to us. Please take a look at our testimonials page to read some of the comments that we have received.

What We Do?

Through comprehensive Lifestyle Financial Planning, Coaching and Wealth Management we help our Clients to Live Life With Purpose. We provide advice, guidance and reassurance as well as taking care of the administration and hassle associated with dealing with money.

Client Journey

At Affinity Wealth Management our aim is to guide you through the complexities of financial planning and investment, so that your wealth is always working for you in the best possible ways. In order to achieve this we use a tried and tested process that follows seven important steps.

 

Service Levels

We specialise in helping family orientated clients who are usually over the age of 50, have assets in excess of £1 million to invest, have recently sold or are in the process of selling their business and / or are within 3 years of retirement, or already retired from a business or one of the professions such as accountant, solicitor, engineer or senior management.

Our Story

Affinity Integrated Wealth Management, a trading style of Buryfield Grange Ltd, was formed in 2002 and has grown steadily by building long term trusted relationships with clients ever since. Although formed in 2002, the origins of the business go back much further than this as Ian Painter, our Managing Director, has been advising clients for well over 25 years now.

What We Do?

 

Through comprehensive Lifestyle Financial Planning, Coaching and Wealth Management we help our Clients to Live Life With Purpose. We provide advice, guidance and reassurance as well as taking care of the administration and hassle associated with dealing with money.

Client Journey

 

At Affinity Wealth Management our aim is to guide you through the complexities of financial planning and investment, so that your wealth is always working for you in the best possible ways. In order to achieve this we use a tried and tested process that follows seven important steps.

Service Levels

 

We specialise in helping family orientated clients who are usually over the age of 50, have assets in excess of £1 million to invest, have recently sold or are in the process of selling their business and / or are within 3 years of retirement, or already retired from a business or one of the professions such as accountant, solicitor, engineer or senior management.

Our Story

 

Affinity Integrated Wealth Management, a trading style of Buryfield Grange Ltd, was formed in 2002 and has grown steadily by building long term trusted relationships with clients ever since. Although formed in 2002, the origins of the business go back much further than this as Ian Painter, our Managing Director, has been advising clients for well over 25 years now.

13 + 4 =

What our clients say

"Many thanks for your part in all this and I will be mentioning, and I trust that this is acceptable to you, to my accountants, Applied Accountancy, that you have given me excellent advice and been most helpful and prompt about it all."

Mr Leigh-Pemberton CBE DL, Kent

What our clients say

"Ian has always been helpful and hugely knowledgeable. I am a woman on my own and I feel that Ian is someone I can trust with my finances as I find much of this area very difficult to understand. He is professional and competent, as are all his staff."

Geraldine, Surrey – Client for 7 Years

What our clients say

"Finances, investments, pensions etc are all complex issues and generally complicated & difficult to understand. We chose Ian Painter of Affinity to manage our savings because he is very professional in his approach and his knowledge covers every aspect of the market to offer the best advice to secure our investments. We are very happy with the service we are receiving from Mr Painter and his team and have no reservations in recommending him to others."

Martyn, Berkshire – Client for 5 Years