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

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.