Affinity Integrated Wealth Management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Financial planning
- Wealth management
We are a boutique, relationship based, Wealth Management, Financial Planning and Independent Financial Advisory Business based in Maidstone, Kent serving Clients throughout the County. We are both a Chartered Financial Planning Firm and an Institute of Financial Planning Accredited Firm; One of only a handful of businesses in the South East outside of London to achieve such prestigious awards. We like to work with people that understand that there are more important things in life than money. Income and wealth do not measure everything we value, our mission being to help our Clients achieve total financial independence and to “live their lives with purpose”.
We help you discover your life goals, solve problems, develop detailed financial plans, implement agreed recommendations, monitor and review progress and remove any stress associated with dealing with money. We spend time getting to know you, what motivates you and what your objectives are. We provide complete peace of mind, expert opinion and analysis. We are a reliable and trusted source of ongoing advice.
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