Ideal Client

We specialise in helping family orientated Clients who:

 

  • Are usually aged over 50
  • Have investible assets in excess of £1 million
  • Are at or are within 3 years of retirement from business or the professions, or are in the process of selling / have sold a business
  • Are able to visit our offices in Maidstone, Kent for meetings
  • Are serious about making smart decisions about their money
  • Want a trusting relationship, are comfortable working with professional advisers and value our opinion and expertise
  • Have a history of long term, beneficial relationships both personally and professionally
  • Prefer the idea of focusing on the bigger picture rather than the minutiae
  • Enjoy the finer things in life and happy to share their experiences with their advisers
  • Are well mannered, sociable and enjoyable to be around. Would enjoy becoming part of our Client Community
  • Are natural delegators who will enjoy the simplicity and freedom that comes with having their financial affairs being managed by one firm
  • 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 seeking short term solutions to short term problems
  • Display effective time management and are able to work within deadlines
  • Ignore the latest news and financial ‘noise’ or anything that distracts them from getting the results that are important to them. They focus on what they can control
  • Are family orientated and are keen to pass on their wealth and knowledge
  • Inspiring our Clients to Live Life with Purpose

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.