January 2022 by Philip Down
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 prepare our wills and help us set up family trusts.Highly recommended.
November 2021 by Gary Lennard
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.
March 2021 by Sue Gofton
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 !
March 2021 by Robert Lovett
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.
March 2021 by Kamal Aggarwal
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.
March 2021 by Kevin Lovell
As a client of Affinity for over 12 years I remain impressed by their approach in firstly establishing their client's financial goals and then working towards how they can be achieved. It continues to be partnership in establishing the best way forward, providing confidence and a clear path through, what would otherwise be, a financial maze.
March 2021 by Mary-Rose O'Hare
Great bunch of professionals at Affinity Integrated Wealth Management.They sorted my decades of papers and financial products into an easy to manage package. It's super to know that one's financial health is in such capable hands!
March 2021 by Gordon Dickson
My wife and myself have been dealing with Ian & his team for over 7 years now . Have always found them extremely professional and responsive to our financial needs . I would have no hesitation in recommending Affinity to anyone looking for financial / investment needs .
March 2021 by Steph Painter
I have been a client for over 20 years and have always been struck by the professional, friendly approach of all the staff. I have absolute confidence in Ian and his team for handling my pension and investments.
March 2021 by Jim Fender
Affinity staff are first class. Led by Ian Painter they exude professionalism in calls and actions taken about queries or concerns.
