Buryfield Grange

read moreTrue 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 practised 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.

read moreWe take the responsibility of investing your money very seriously indeed. It is important to us that you therefore have an understanding of the approach we take, the philosophy behind the decisions we make and the processes we use when building and managing investment portfolios. The Affinity Integrated Investment Philosophy builds on long established and proven investment methodologies and blends these with the very latest academic research, technological developments and innovations in research capability.

read moreWe specialise in helping family orientated Clients who are usually over the age of 50, are within 5-10 years of retirement or have already retired from one of the professions or business and have investible assets in excess of 1 million. For a full description of our Ideal Client please follow the link. We currently have three service levels depending on the planning required and the complexity of your affairs. Affinity Velorum is designed for those that aspire to become Genus clients but who, for whatever reason, do not quite meet the criteria, or who would prefer a more reactive rather than proactive service from us.

read moreInvestment is about putting your money to work now to provide a source of income and capital for the future. Most individuals invest in order to generate a profit or positive return over a reasonable time frame. The higher the return generated by an investment, the greater chance you have in achieving your financial goals. In the past, investors have been encouraged to invest in specific products or funds that promise high returns over the long term. These may not be suited to your circumstances or take account of your risk preferences, and can result in disappointing returns.

read moreAll 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. In order to realise these dreams, we need to be both focused and financially organised. We will take you through the steps needed to create a sound financial plan so you can achieve your goals and live your life with purpose. Through comprehensive Lifestyle Financial Planning, Coaching and Wealth Management we help our Clients to Live Life With Purpose.

read moreAs a lifestyle and boutique Financial Planning and Wealth Management business we operate on a referral only basis. This means that we generally only consider taking on a new Client as a direct result of an introduction from an existing Client or fellow professional. We recognise that our services are not for everyone and indeed we work hard to make sure that those we do choose to work with understand the difference we can make, the process we go through and the timescales involved. We call this the "Right Fit Conversation ".

read moreOur business is successful because of the passion we feel about providing the highest possible quality of advice backed by the highest possible level of service - We never forget that it is your money that we are dealing with. Affinity Integrated Wealth Management, a trading style of Buryfield Grange Ltd, was formed in 2002 and has grown steadily by building long term trusted relationships with clients ever since. Although formed in 2002, the origins of the business go back much further than this as Ian Painter, our Managing Director, has been advising clients for well over 25 years now.

read moreHere at Affinity we believe in walking the talk. To us, Living Life with Purpose and having a good work life balance is key. We believe passionately in what we do and the difference we can make to those we work with. We are always keen to speak with potential team members about the opportunities that may exist within our businesses and how team members can impact our community of Clients and Colleagues. This is a great place to work, it is not for everyone; you will need to be committed to lifelong learning and growth and be able to work under considerable pressure at times in what is often a highly regulated and controlled environment.