Affinity Integrated Wealth Management
Financial Planners
20 Tonbridge Rd, Maidstone ME16 8RT
Most Recent Comments
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January 2022
My Partner and I have used Affinity to advise and manage our pension funds for several years now. Affinity will spend time with you and get to know you formulate a life plan which is very thought provoking. Their motto is "Live Life With Purpose".Recently we have used their subsidiary company, Genus Financial Planning to...
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November 2021
A top notch Wealth Management company. Excellently structured to ensure the client is fully informed, and involved in all matters concerning their portfolio. Everyone is approachable and personable, with the clients understanding and priorities the number one focus. I thoroughly recommend.
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March 2021
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...
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More Comments(10)
From Affinity Integrated Wealth Management
It is about the person first, not the money
True Comprehensive Lifestyle Financial Planning takes the approach that the person is far more important than the money. Now this may seem very obvious, but in reality, how often is this practiced by most Advisory Firms and Investment Managers?
Financial products such as investments and pensions are important yes, but they should come at the end of the process, not the beginning. There are many other related matters that need to be taken into account as part of the bigger picture that do not directly involve investing money – hence the comprehensive nature of the True Lifestyle Financial Planning we undertake here at AIWM.
We are different because we start with you, your objectives, your family
Other Information
Products and services: Investments, Pensions, Tax Planning, Financial Planning, Wealth Management, Accredited Financial Planning Firm, Chartered Financial Planning, Independent Financial Advisers, Wills & Trusts, Cash Flow Modelling, Retirement Planning, Estate Planning, Investment Management, Discretionary Fund Management, Investing for Charities
