Becoming A Client

The Right Fit Conversation™

As 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™ ”.

As our work is often very detailed, time consuming and impactful we also restrict very tightly the number of new Clients we take on in any given period. Only by doing this can we maintain our very high standards of service and achieve meaningful results over the long term for our Clients and their families.

If you have been recommended to us, would like more information or to check on our current capacity for taking on new Clients, then please do just drop us a line, email, call or complete the “Expression of Interest Form” on our website.

Integrated Financial Planning

All 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. But in order to realise these dreams, we need to be both focused and financially organised. 

Wealth Management

Our team of experts will provide you with a high-level professional service, taking a holistic approach in co-ordinating all areas of financial management, planning and investment advice, to ensure your wealth is always working for you.


At Affinity Integrated Wealth Management we always encourage feedback from our clients as their opinions on our work are of paramount importance to us. Please take a look at our testimonials page to read some of the comments that we have received.