Affinity Wealth Management Service
Affinity Fundamentals
of Investing
Affinity – Directions to our offices (Inspire House)
Fee Schedule and Terms of Business
Six Steps to Financial Planning Leaflet
How Can a CPF™ Professional Help You?
Introducing Chartered Financial Planning Leaflet
Chartered Financial Planner Leaflet
Personal Finance Society Consumer Leaflet
A Brief Guide to Financial Planning (IFP)
Client Privacy Statement
2018
AIWM Brochure
2019
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