Testimonials

Martyn, Berkshire – Client for 5 Years


"Finances, investments, pensions etc are all complex issues and generally complicated & difficult to understand. We chose Ian Painter of Affinity to manage our savings because he is very professional in his approach and his knowledge covers every aspect of the market to offer the best advice to secure our investments. We are very happy with the service we are receiving from Mr Painter and his team and have no reservations in recommending him to others."

Mrs F, Surrey


"For the past three years Ian has been extremely helpful in all aspects of our financial affairs including sound investments, business advice and planning for the eventual onus of inheritance tax. Ian is sensible, “down to earth”, has a vast knowledge on all financial matters and is at all times very professional. He is also very responsive to our calls upon him and makes matters very clear to understand. I have no hesitation in recommending Ian to you."

Eamonn, London – Client for 13 Years

 

"Ian takes time to listen to your concerns and to lay out all of the options which best apply to your particular circumstances. He ensures that you are well briefed and he helps to demystify the apparently complex world of finance and the opportunities for you. Ian is also very reassuring, especially for those of us who are a bit reluctant to face up to the challenges of making decisions on how best to proceed."

Mr Leigh-Pemberton CBE DL, Kent

 

"Many thanks for your part in all this and I will be mentioning, and I trust that this is acceptable to you, to my accountants, Applied Accountancy, that you have given me excellent advice and been most helpful and prompt about it all."

Geraldine, Surrey – Client for 7 Years

 

"Ian has always been helpful and hugely knowledgeable. I am a woman on my own and I feel that Ian is someone I can trust with my finances as I find much of this area very difficult to understand. He is professional and competent, as are all his staff."

Stephen, Kent – Client for 11 Years

 

"Ian provides regular updates both in relation to my own financial planning and pensions requirements but also in terms of market news and commentaries. The administration functions which Ian and his team perform on my behalf are first rate."

Panda, Oxfordshire

 

"Ian and his excellent support team are friendly and helpful and seem always available to answer our questions promptly. We are happy to exchange short emails that are direct and to the point and we do not get inundated with lots of unnecessary correspondence. Our annual meetings are similarly efficient as Ian has a wealth of up to date knowledge. We are happy otherwise we would have moved to another advisor when we moved home to Oxfordshire!"

Kamal, Kent – Client for 2 Years

 

"Completely understands your needs and objectives. Offers clear, concise and tailored advice. Works with you in selecting the best option for you. Ensures you understand and are in control of your affairs."

Paul, Kent – Client for 1 Year

 

"Ian is very competent in what he does, but to his credit he has also invested in a very professional team around him. This is what primarily for us, makes the whole experience of investing more comfortable. It is still in the early days for our investments, to gauge whether the overall return will be positive. Our primary goal is to beat inflation over five years. We feel confident Ian will achieve this for us." 

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.