About You

We specialise in helping those who:

  • Are family orientated and are keen to pass on their wealth and knowledge to future generations.
  • Have already or are within 5 years of retirement from business or the professions or are in the process of selling / have sold a business.

Typically,

  • Prefer the idea of focusing on the bigger picture rather than the minutiae.
  • Are natural delegators who will enjoy the simplicity and freedom that comes with having their financial affairs being managed by one firm.
  • Are serious about making smart decisions about their money.
  • Ignore the latest news and financial ‘noise’ or any thing that distracts them from getting the results that are important to them. They focus on what they can control.
  • Enjoy the finer things in life and are happy to share their experiences with their financial planners.
  • Are well mannered, sociable and enjoyable to be around. Would enjoy becoming part of our Client Community.
  • Display effective time management and are able to work within deadlines.
  • Do not see money as the ‘be all and end all’. They recognise that other things in life can be more important.
  • They realise that financial planning is a long term activity that aims to promote quality of life and are not just seeking short term solutions to short term problems.
  • Want a trusting relationship, are comfortable working with professionals and value our opinion and expertise.

Typically, those we work with will have assets in excess of £1 Million

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.