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Trevor Graham

Affinity Wealth Solutions Ltd
Financial Planning

Contact Information:

Innovation Centre Medway
Chatham, Kent ME5 9FD
United Kingdom
T: 01634 202098
F: 01634 560155
www.sjpp.co.uk/affinity

Years in Business:

 

18

Clients I'm Seeking:

 

we specialise in financial planning for clients with investible wealth in excess of £500,000

About My Business:

 

As financial strategist's our clients’ aspirations and goals are, naturally, at the forefront of each of our discussions. Affinity Wealth Solutions Ltd is a member of the St. James's Place Partnership which is the advisory channel for St. James's Place Wealth Management. All destinations, whether economic or aspirational, have different and sometimes complex paths that can be followed in order to arrive at them. Our task is to help our clients decide on the course most suited to them; some will choose a direct approach whilst others prefer the scenic route – which one is best for you? However, as with all best laid plans there will, inevitably, be delays and alterations that require reassessment. We have 25 years experience in supporting clients through such journeys and can provide the wherewithal to help you adapt and change plans whilst remaining true to your original goals. We are proud to offer you reliable and positive financial opportunities and the confidence to act on them. Financial planning is life-long and often spans generations – We aim to simplify the process so that you, and those important to you, can enjoy your financial success.

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