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. In order to realise these dreams, we need to be both focused and financially organised.

This is the true essence of financial planning.  


We will take you through the steps needed to create a sound financial plan so you can achieve your goals and live your life with purpose.

We will show you how to do this by:

 

• giving you clarity – defining your life goals (where do you want to be in five, ten and 15 years’ time?)

 

• helping you understand the financial resources available to you (even if they are not yours yet)

 

• showing you how close you are to achieving your goals (knowing where you are at now, and how far you have to go)

 

• taking action (developing your plan and implementing it, i.e. doing the work)

 

• regularly reviewing your life plan (checking its progress, adjusting, reflecting and continuing forward).

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.