Insights

Luxury Client Focus Affinity Integrated Wealth Management caters to high-net-worth individuals seeking personalized relationship-based wealth management and financial planning, presenting opportunities to offer premium financial products and bespoke advisory services.

Prestigious Accreditation The firm’s Chartered Financial Planning and Institute of Financial Planning accreditation positions it as a trusted advisor, making it an ideal partner for joint marketing or premium financial technology solutions targeted at similar high-caliber firms.

Regional Expansion Potential Based in Maidstone, Kent with a regional client base, there are growth opportunities in expanding services within the South East and beyond through digital channels or strategic partnerships.

Technology Stack Compatibility Utilizing modern tools like Google Cloud and MySQL, the company may be receptive to innovative, cloud-based financial planning solutions or data analytics platforms to improve operational efficiency and client insights.

Growth in Wealth Sector Operating in a niche within the financial services industry with a revenue profile below 1 million, there is potential to scale through targeted services such as advanced financial planning tools, CRM integration, or wealth management technology tailored for small firms.

Affinity Integrated Wealth Management Tech Stack

Affinity Integrated Wealth Management uses 8 technology products and services including MySQL, Font Awesome, Google Cloud, and more. Explore Affinity Integrated Wealth Management's tech stack below.

  • MySQL
    Database
  • Font Awesome
    Font Scripts
  • Google Cloud
    Infrastructure As A Service
  • jQuery Migrate
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • Nginx
    Web Servers

Media & News

Affinity Integrated Wealth Management's Email Address Formats

Affinity Integrated Wealth Management uses at least 1 format(s):
Affinity Integrated Wealth Management Email FormatsExamplePercentage
First.Last@aiwm.co.ukJohn.Doe@aiwm.co.uk
50%
First.Last@aiwm.co.ukJohn.Doe@aiwm.co.uk
50%

Frequently Asked Questions

What is Affinity Integrated Wealth Management's official website and social media links?

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Affinity Integrated Wealth Management's official website is aiwm.co.uk and has social profiles on LinkedIn.

What is Affinity Integrated Wealth Management's NAICS code?

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Affinity Integrated Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Affinity Integrated Wealth Management have currently?

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As of December 2025, Affinity Integrated Wealth Management has approximately 1 employees across 1 continents, including Europe. Key team members include Business Manager: A. B.Paraplanner: T. W.. Explore Affinity Integrated Wealth Management's employee directory with LeadIQ.

What industry does Affinity Integrated Wealth Management belong to?

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Affinity Integrated Wealth Management operates in the Financial Services industry.

What technology does Affinity Integrated Wealth Management use?

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Affinity Integrated Wealth Management's tech stack includes MySQLFont AwesomeGoogle CloudjQuery MigrateYoast SEOBootstrapGoogle AnalyticsNginx.

What is Affinity Integrated Wealth Management's email format?

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Affinity Integrated Wealth Management's email format typically follows the pattern of First.Last@aiwm.co.uk. Find more Affinity Integrated Wealth Management email formats with LeadIQ.

Affinity Integrated Wealth Management

Financial ServicesEngland, United Kingdom0-1 Employees

We are a boutique, relationship based, Wealth Management, Financial Planning and Independent Financial Advisory 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; One of only a handful of businesses in the South East outside of London to achieve such prestigious awards. We like to work with people that understand that there are more important things in life than money. Income and wealth do not measure everything we value, our mission being to help our Clients achieve total financial independence and to “live their lives with purpose”.

Section iconCompany Overview

Website
aiwm.co.uk
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconMedia & News

Section iconFunding & Financials

  • $1M

    Affinity Integrated Wealth Management's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    Affinity Integrated Wealth Management's revenue is estimated to be in the range of $1M

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