Service Levels

We specialise in helping family orientated clients who are usually over the age of 50, have assets in excess of £500,000 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. For a full description of our “Ideal Client” please follow the link. We have three tiers of service depending on the planning required, the complexity of your affairs and the overall level of wealth available to you. We also have a specialist service for the not for profit and charity sectors. Our Financial Planning services are as follows:

Affinity Genus ™


Affinity Genus – Our Standard Comprehensive Wealth Management and Financial Planning Service.

Affinity Genus Plus ™


Affinity Genus Plus – Our Platinum Comprehensive Wealth Management and Financial Planning Service designed for those with investible assets of £2 million or more.

Affinity Velorum ™


Affinity Velorum is designed for those that aspire to become Genus clients but who, for whatever reason, do not quite meet the criteria, or who would prefer a more reactive rather than proactive service from us.

Affinity Claritas ™


Affinity Claritas™ is our specialist Financial Planning and Investment Management service for the not for profit and charity sectors. It is designed for charities and other not for profit organisations with investible assets of between £1 million and £5 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.


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.