The Team

Ian Painter

 

Managing Director and Lead Financial Planner

Ian has been practicing as a financial planner for over 30 years and is one of the most highly qualified in his field. In addition to being a Chartered Financial Planner, a Certified Financial Planner Professional and Chartered Wealth Manager, Ian holds numerous further qualifications. It is with this wealth of knowledge and experience that Ian has helped countless clients meet their lifetime goals and to live life with purpose.

 

Ian has overall responsibility for the business direction and had been instrumental in the development and implementation of the unique strategies and processes we follow. Ian is forward thinking and continually investigates options for growth and improvement. Personal development is important to Ian and he regularly attends Financial Planning, investment and coaching courses.

 

Outside of work Ian has a passion for travel incorporating his love of fishing and golf and he enjoys long walks on the beach with his beloved dog Shandy.

Andrew Beeney


Financial Planner

Andy has worked in financial services for over 30 years and joined the Affinity family in 2017. He is a Certified Financial Planner Professional and a Chartered Wealth Manager, alongside numerous other qualifications. He has recently been recognised and awarded for achieving the highest mark in the CISI Financial Plan Assessment exam.  It is with this wealth of knowledge and experience that Andy has assisted many clients to achieve their financial aspirations and goals.

 

Andy specialises in working with entrepreneurs and helping them to sell their business and plan for ‘Life after Exit’. He regularly presents on his specialist subjects as well as managing our relationships with fellow professionals such as solicitors and accountants. He also chairs our client advisory board.

 

Outside of work Andy is a keen golfer, he loves to travel and is a registered foster carer. 

Anita Coomber

 

Executive Assistant

Anita has worked in financial services for over 30 years. She has been with the business since 2004 and has supported Ian throughout the years as the business has grown.

 

Anita is responsible for finance and accountancy and she manages Ian’s hectic diary and associated travel arrangements.

 

Outside of work Anita loves to holiday both abroad and in the UK with her exuberant rescue dog Dexter. She enjoys attending music festivals and concerts and spending time with her family.

 

Amber Blastock

Business Manager

Amber joined the Affinity team in 2019 as our Business Manager. She has a solid background in finance and management, working as the Practice Manager for Ian’s other business in the 6 years prior. Managing the business includes many different roles from HR to events and facilities management.

 

Amber is our WOWW officer working towards Affinity being awarded the British Standard for the Framework for the provision of financial advice and planning services. We hope to be signed off in early 2021.

 

Outside of work Amber is an avid photographer and will often be seen behind a lens, especially on family days at the beach or at the side of football pitch. She loves to travel and is currently renovating her Victorian home.

 


Lisa Redman

Client Services Manager

Lisa has worked in banking, investment and financial planning for over 20 years and joined us in 2018 as our Client Services Manager with a remit to enhance all aspects of our interaction with clients and their journey with us. She feels passionate about going the extra mile and having a meaningful impact on those we touch.


Lisa helps pull together the client briefing and client appreciation events and acts as the facilitator and coordinator for the AIWM Client Advisory Board.


Outside of work Lisa loves to shop and spend quality time with her young children. She has also been known to win an award or two for her ballroom dancing skills!

Teresa Horne

Technical Specialist

Teresa has worked in financial services for almost 20 years and joined our growing team in 2019. She has extensive pension knowledge and more recently she has been broadening her knowledge of investment and estate planning. 


Teresa is Diploma qualified with an additional two advanced Diploma qualifications encompassing Occupational Pension Transfers and Investment Planning. Teresa is working her way towards Chartered Status. 


Teresa supports the Financial Planners with the research and analysis required to meet clients’ needs and objectives and prepares client financial plans and suitability reports. 


Outside of work Teresa enjoys days out with her two young children and DIY around the house, she has recently learnt the art of wallpapering!


Tracey Westley

Technical Assistant

Tracey has worked in the financial services industry for over 25 years and joined the team in 2008. 


Tracey’s responsibilities include assisting with the Client Journey, in particular the research and planning around both Pensions and Investments, report preparation, Client Liaison, data input and general administration.  


Tracey is friendly, professional and committed to providing a good service.


In her personal life she enjoys spending time with her husband and two young daughters, taking long walks and gardening.  She also has a flare for making and decorating cakes.

Ramona Svart

Business Assistant

Ramona has worked in an office environment for over 5 years and holds qualifications in Customer Service. She joined the team in 2019 as our Business Assistant to ensure that all aspects of client service and administration within the office are undertaken to a high standard.


Ramona also holds our front of house title so it is likely that she will be the face that will greet you when you visit us.  She works closely with our Business Manager, Amber, to maintain and improve the Inspire House facilities. 


Ramona is originally from Finland, she likes to keep herself fit and active and encourages her young family to ‘get outside’ as much as possible. 

Sam Newman

Project Assistant

Sam has been working for Affinity for over six years. She supports all members of the team with general office functions to enable everyone to focus on their unique abilities.


Sam is a keen golfer, enjoys the gym and keeping fit. She loves to take long walks with her dog Shandy and enjoys travelling to faraway places.