Unraveling the complex; our style is open, caring and informed; we are responsive, hard working and always act in our clients’ best interests.

Services

Wealth consulting

Financial lifestyle review, structuring ideas, investments and succession planning

Structuring

Including trusts, foundations, companies and acting as executors

Investments

Discretionary, advisory and execution-only

Private office

Combining our services in a customised solution

Values

The shared personal values of the five founders form the foundations of our business and guide the way we treat our clients. Work is part of life; we don’t leave our core values at home, instead they inspire the integrity and fairness central to Affinity.

We aim to;

Act in our clients' best interests at all times

Be transparent, caring and responsive

Think creatively and be solution orientated

Partner with clients to make their lives simpler

Scale and size

Whilst client numbers are intentionally small, being high touch and high tech enables our entry-point to be lower than you might expect

Call to discuss

Testimonials

With Affinity we always work with people we know and trust, who make us and our clients feel like they are their absolute priority. With Affinity we always work with people we know and trust, who make us and our clients feel like they are their absolute priority. With Affinity we always work with people we know and trust, who make us and our clients feel like they are their absolute priority.

Partner of a global law firm

I have found you to be efficient, clear and hardworking – in short – my kind of people. I have found you to be efficient, clear and hardworking – in short – my kind of people. I have found you to be efficient, clear and hardworking – in short – my kind of people.

Private Client of Affinity Private Wealth

Affinity appears to be very focused on building long-term relationships. Our key contacts at Affinity are extremely responsive and we are always able to get hold of people who understand our business, whenever the need arises. Affinity appears to be very focused on building long-term relationships. Our key contacts at Affinity are extremely responsive and we are always able to get hold of people who understand our business, whenever the need arises. Affinity appears to be very focused on building long-term relationships. Our key contacts at Affinity are extremely responsive and we are always able to get hold of people who understand our business, whenever the need arises.

Private Client of Affinity Private Wealth