Testimonials

A knowledgeable, personable friendly and approachable team with a vast amount of experience. Fun to work with.

Mick & Wendy, Maidstone

Client since 2017

“We feel that you offer a well-balanced professional approach in not only managing our affairs but also maintaining good client relationships in being proactive, re-assuring and accessible. Additionally, over the last year which has been difficult for everyone, Affinity have been proactive in ensuring contact is still made in whatever form. Since we are not “techies” we still felt that you were always just a phone call away.”

Mike & Paula, Maidstone

Client since 2019

We love the Affinity Team and love your approach to investments. You are such a proactive friendly team. We ask for help and you are there immediately. We like the attention to detail, communication and approachability of everyone.

Lorraine & John, Edenbridge

Client since 2019

“If you want a complete service, in clear cut language, directed and organised to make it wholly relevant to you and your family’s needs, then this is where to go.”

Mary-Rose, Ashford

Client since 2019

“I wanted to retire early, at 55, and felt that I had sufficient wherewithal to do so. When I first met with Ian at Affinity he went through all the various options in a balanced and realistic way, avoiding giving advice, but focusing on the facts. I would have expected a hard sell, and a weighting on the discussions to get me on-board and increase Affinity’s customer base, and ergo income. This definitely wasn’t the case, and I very much felt that the focus was 100% on me and my future. I took the decision to retire, and since then they have managed my fund extremely well. Everything is communicated via excellent online software, and the people at Affinity are always available if I have an enquiry. I have no background in financial services, and therefore need a management company that I can completely trust to do their best on my behalf, and in Affinity this is exactly what I’ve got.”

Gary, St Leonards on Sea

Client since 2017

“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.”

Martyn, Berkshire

Client since 2013

“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.”

Mrs F, Surrey

“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.”

Eamonn, London

Client since 2010

“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.”

Mr Leigh-Pemberton CBE DL, Kent

Client since 2013

“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.”

Geraldine, Surrey

Client since 2010

“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.”

Stephen, Kent

Client for 11 years

“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!”

Panda, Oxfordshire

Client since 2012

“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.”

Kamal, Kent

Client since 2012

“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.”

Paul, Kent

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.

 

Service Levels

We specialise in helping family orientated clients who are usually over the age of 50, have assets in excess of £1 million 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.

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.

Service Levels

 

We specialise in helping family orientated clients who are usually over the age of 50, have assets in excess of £1 million 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.

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.