1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South East
  6. breadcrumb-arrow
  7. Kent
  8. breadcrumb-arrow
  9. Maidstone
  10. breadcrumb-arrow
  11. Affinity Integrated Wealth Management

Affinity Integrated Wealth Management

Independent Financial Adviser  Inspire House, Maidstone, Kent, ME16 8RT
check
FCA authorised
Last authorised 26th July 2021
We are both a Chartered Financial Planning Firm and an Institute of Financial Planning Accredited Firm.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Equity release
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Unit trusts
check
Lump sum
check
School fees planning
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Meet our advisers
MR Ian Painter DIPPFS CERTS CII CEMAP CFP, Certified Financial Planner, Chartered Financial Planner
Managing Director and Chief Investment Officer
About us

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”.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

Inspire House, 20 Tonbridge Road, Maidstone, Kent, ME16 8RT

Similar advisers near you

Affinity Integrated Wealth Management Ltd
Independent Financial Adviser 0 mi
Our team of experts will provide you with a professional service, taking a holistic approach in co-ordinating all areas of financial management, planning, and investment advice, to ensure your wealth is always working for you.
 
See profile
David Brooker - 2plan wealth management Ltd - Maidstone
Independent Financial Adviser 0.18 mi
I offer independent financial advice on investments, retirement planning, estate planning & protection. I aim to help you make good decisions about your money – providing clear information to help you achieve your financial goals.
 
See profile
Halcyon Wealth
Independent Financial Adviser 0.47 mi
A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells.
 
See profile
Ascot Lloyd
Independent Financial Adviser 0.49 mi
One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
 
See profile