Resources

Affinity Documents

Affinity Wealth Management Service

Affinity Fundamentals of

Investing

Affinity – Directions To Our Offices (Inspire House)

Introducing Chartered Financial Planning Leaflet

Chartered Financial Planner 

Leaflet

Personal Finance Society Consumer Leaflet

A Brief Guide to Financial Planning (IFP)

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. 

The Team

Ian Painter and team, welcome you to Affinity Integrated Wealth Management. Our aim is to provide the highest quality financial planning with purpose, tailored to your unique requirements. 

What we do?

It is the nature of our world today that financial arrangements are more complex and confusing than ever. Independent Financial Advisers, Planners and Wealth Managers are ideally suited to be the most important and useful guides in helping you achieve your goals and in gaining financial clarity and security.

Our process

During and after the initial meeting we will look to establish what is important to you and what your key objectives are. Once we have this information, along with some hard facts about yourself, we will then move onto our research and production.

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.

Affinity background

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.