About Us

What Makes Us Different

It is about the person first, not the money

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?

Financial products such as investments and pensions are important yes, but they should come at the end of the process, not the beginning. There are many other related matters that need to be taken into account as part of the bigger picture that do not directly involve investing money – hence the comprehensive nature of the True Lifestyle Financial Planning we undertake here at AIWM.

We are different because we start with you, your objectives, your family and your plan, not your money. The plan comes before the portfolio.

We believe strongly in what we do and the difference it can make. We are steadfast in our approach and studious in our pursuit of doing what is right for each and every Client. At the same time we do not take ourselves too seriously and believe that the whole process can be fun.

Whilst we sit at the centre of and co-ordinate and manage most of our Client’s financial affairs, we understand that we don’t know everything and have therefore spent many years building trusted relationships with “best of breed” business partners that we can call on and work closely with when needed in the associated fields of Law, Accountancy, Tax, Trusts, Investment Research, Banking, Trading Platforms, Fund Management and Technology – our “Genus Professional Network™”.

Working with us will give you privileged access to our Genus Professional Network™.

Our Story

 

 

 

 

 

The Team

 

 

 

 

 

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.