Affinity Integrated Wealth Management

Independent Financial Adviser  Inspire House, Maidstone, Kent, ME16 8RT
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FCA authorised
Last authorised 29th June 2020
We are both a Chartered Financial Planning Firm and an Institute of Financial Planning Accredited Firm.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Unit trusts
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Lump sum
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
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
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    Face to face

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

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