Affinity Integrated Wealth Management Ltd

Independent Financial Adviser  Inspire House, Maidstone, Kent, ME16 8RT
First meeting at adviser's own cost
Our team of experts will provide you with a high-level 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.
We can advise you on
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Annuity purchase
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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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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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Socially responsible investments
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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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Taxation planning
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Ian Painter
Managing Direct & Lead Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, lifetime mortgage products and the giving of mortgage advice.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

FCSI membership is full membership of the CISI, and denotes an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour. It is awarded to those with a suitable combination of qualifications and experience.

This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of key retail financial products such as savings, investments and tax wrappers.

Accreditations
Certified Financial Planner Chartered Financial Planner
Andrew Beeney
Financial Planner & Wealth Manager

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of investment products and the risks involved.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

FCSI membership is full membership of the CISI, and denotes an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour. It is awarded to those with a suitable combination of qualifications and experience.

This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Accreditations
Certified Financial Planner
What our clients say
AIWM were recommended to me by a couple of accountants I have known for a number of years. I have been with them now for around 10 years and am grateful for the recommendations and to AIWM themselves for everything they have done for my wife and I. A large part of what they do is taking the time to understand where you are, where you hope to be and when. It is then their educating us on options, from protection through to investments and financial life planning. They really took the time to ensure that we completely understood each step of the process and what to expect and have always been extremely professional, responsive and a pleasure to deal with. It has given us great peace of mind to know that they are looking after us.
Kamal Aggarwal, Medway
WE have been clients with Affinity for over 5 years and it was a chance meeting on the golf course. We were considering changing our FA and subsequently arranged a meeting with Ian. From the onset the whole process and transition of our financial investments have been clear, easily assessable , confident and above all easy to understand! The latter is particularly important as there is such a huge element of trust needed when making such a drastic change that impacts on your financial future and security. We also appreciate the ongoing communications with updates - again clear and concise. Yes we were in the right place at the right time to find Affinity as well as also now having great golfing partners !
Sue Gofton, Meopham
I am very impressed with the very professional way that Affinity conduct their business. At the outset they analyse your needs and your attitude to investments and then produce the most efficient portfolio to meet those needs and attitudes in the most tax effective way. Expert advice is given by some of the most highly qualified financial advisors in the Country.
Robert Lovett, Thanet
Ian took an overall view of my circumstances, my future requirements and aspirations and whether these could be matched with my existing funds. He then actioned the transfer and has managed this going forward. I am very satisfied with the fund performance, given the current climate, and am confident that Ian and his team is working hard to ensure my financial security. It is difficult to identify an area for improvement given that Ian is the only financial advisor I have been associated with. I am fully satisfied with the service provided.
Gary Lennard, Maidstone
About us

All of us have things that we would like to achieve in our lives, whether two, five or ten years down the line, or perhaps we may want to leave a legacy of some kind. But in order to realise these dreams, we need to be both focused and financially organised.

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.

At Affinity Integrated 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 to help you achieve your goals.
We believe strongly in what we do and the difference it can make. We are steadfast in our approach and studious in our pursuit of doing what is right for each and every client. At the same time, we do not take ourselves too seriously and believe that the whole process can be fun.

Whilst we sit at the centre of and co-ordinate and manage most of our client’s financial affairs,

Our services

We specialise in working with those moving towards retirement or those who have already retired and their families.

Where to find us
Head office address: Inspire House, 20 Tonbridge Road, Maidstone, Kent, ME16 8RT
Service coverage
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Affinity Integrated Wealth Management Limited is registered in England & Wales number 06490441. The registered address is Inspire House, 20 Tonbridge Road, Maidstone, Kent ME16 8RT. Affinity Integrated Wealth Management Ltd FCA reference number 842231 is an Appointed Representative of Buryfield Grange Ltd which is authorised by the Financial Conduct Authority.

Response rating
10/10
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FCA authorised
Last authorised 16th November 2020

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