Affinity Integrated Wealth Management

General information

We are a boutique relationship based Wealth Management and Financial Planning Business based in Maidstone, Kent serving Clients throughout the County. We are both a Chartered Financial Planning Firm and an Institute of Financial Planning Accredited Firm. Established in 2002 the business has since grown to be one of the most respected Financial Planning firms throughout Kent with a team dedicated to making a real impact on our Client’s overall financial well being and enabling them to “live life with purpose”. We specialise in working with those that are approaching retirement or have already retired, either from a professional career or from business ownership. As well as Financial Planning we have expertise in the specific areas of Pensions, Investment, Inheritance Tax and Estate Planning, all within an over Financial Planning framework.

We like working with people that understand that there are more important things in life than money. Income and wealth do not measure everything we value.