Affinity Integrated Wealth Management Ltd

Independent Financial Adviser  Inspire House, Maidstone, Kent, ME16 8RT
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FCA authorised
Last authorised 13th September 2021
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.
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
Meet our advisers
Mr Ian Painter
Managing Direct & Lead Planner
Mr Andrew Beeney
Financial Planner & Wealth Manager
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.

Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£0
Advice methods
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    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.

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

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