Service Levels

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.

What We Do?

Through comprehensive Lifestyle Financial Planning, Coaching and Wealth Management we help our Clients to Live Life With Purpose. We provide advice, guidance and reassurance as well as taking care of the administration and hassle associated with dealing with money.

Client Journey

At Affinity Wealth Management our aim is to guide you through the complexities of financial planning and investment, so that your wealth is always working for you in the best possible ways. In order to achieve this we use a tried and tested process that follows seven important steps.

 

Our Story

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.

What We Do?

 

Through comprehensive Lifestyle Financial Planning, Coaching and Wealth Management we help our Clients to Live Life With Purpose. We provide advice, guidance and reassurance as well as taking care of the administration and hassle associated with dealing with money.

Client Journey

 

At Affinity Wealth Management our aim is to guide you through the complexities of financial planning and investment, so that your wealth is always working for you in the best possible ways. In order to achieve this we use a tried and tested process that follows seven important steps.

Our Story

 

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.