Premier Financial Advisory

Secure Your Legacy for Generations to Come

We provide comprehensive wealth management and succession planning solutions tailored to high-net-worth individuals and family businesses

About Affinity Legacy Planning LLP

A Trusted Partner in Preserving Your Wealth

With over 25 years of experience, we’ve helped high-net-worth individuals and families secure their financial futures through strategic planning and personalised solutions.

Expert Guidance

Our team of certified financial advisors brings decades of specialised experience in wealth management and estate planning.

Client-Focused Approach

We build long-term relationships with our clients, focusing on your unique needs, goals, and values.

Proven Track Record

Our strategies have helped hundreds of clients protect and grow their wealth across multiple market cycles.

Our Philosophy

At Affinity Legacy, we believe that true wealth management extends beyond investment returns. It encompasses protecting your assets, minimising tax burdens, and ensuring your legacy reflects your values and intentions.

Our holistic approach integrates investment management, tax planning, estate strategies, and philanthropic goals into a cohesive plan tailored to your unique circumstances.

Years of Experience
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Satisfied Clients
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Assets Managed
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CLIENT SERVICING

Award-Winning Service You Can Trust

Accreditation & Competence

These Accreditations mean that Affinity Legacy Planning have been assessed against internationally recognised standards and operate to the highest levels of quality and service – providing further assurance to you that the documents we issue are both credible and legally binding.

These accreditations reduces the risk to you and your family, and gives you complete confidence that we have been expertly trained,  independently evaluated and ensure complete confidentiality for all of customers legacy planning needs. 

Our Services

Comprehensive Financial Solutions

We offer a full suite of services designed to protect and grow your wealth, minimise tax liability, and create a lasting legacy.

Wealth Management

Our comprehensive wealth management approach includes investment planning, portfolio management, risk assessment, and regular performance reviews.

  • Custom investment strategies
  • Tax-efficient portfolios
  • Risk management
  • Regular performance analysis

Estate Planning

Our estate planning services help you maximise the assets passed to your beneficiaries while minimising taxes and administrative burdens.

  • Will creation and review
  • Trust establishment
  • Power of attorney arrangements
  • Legacy planning

Business Succession

We help business owners create and implement strategies for transitioning their business to the next generation or preparing for sale.

  • Business valuation
  • Succession strategy development
  • Tax-efficient transfer planning
  • Employee retention strategies

Tax Planning

Our tax planning strategies are designed to help you legally minimise your tax burden and preserve more of your hard-earned wealth.

  • Income tax planning
  • Capital gains strategies
  • Inheritance tax planning
  • Business tax optimisation

Our Approach

A Process Built on Trust and Expertise

Our proven methodology ensures we understand your unique needs and deliver personalised solutions that evolve with your circumstances.

Discovery

We begin with an in-depth conversation to understand your financial situation, goals, concerns, and values.

Analysis

Our team conducts a comprehensive analysis of your current financial position, identifying opportunities and potential risks.

Strategy

We develop a tailored strategy aligned with your goals and values, explaining all recommendations in detail.

Implementation

Once approved, we implement your plan with precision and regular reviews to ensure it remains aligned with your goals.

Here's What Our Customers Say About Affinity Legacy Planning

Ben Venner
Ben Venner
@AffinityLegacy
We had our Will and Lasting power of Attorney completed by Affinity Legacy Planning, the process was complicated yet made simple to understand, quick and easy to follow. We are planning to discuss other services and would not hesitate to recommend
Nina Elvin
Nina Elvin
@AffinityLegacy
I highly recommend this company they were extremely helpful and full of information making things simple and easy for me to understand I will be using them again in the future thank you
Andrew Taylor
Andrew Taylor
@Affinity Legacy
Very helpful and understanding, took the time to explain the process ato nf nd answered any questions or concerns I had 😊.
Connor Blackburn
Connor Blackburn
@Affinity Legacy
Can't fault them at all. They helped me every step of the way and made the whole process so easy would recommend them 100%
Arriadni lester
Arriadni lester
@Affinity Legacy
They were absolutely brilliant!! Made the experience flow flawlessly. Would recommend very highly.
Stephen Elvin
Stephen Elvin
@Affinity Legacy
Great service helped me through tough times advise them alot it will get better in those tough times
Mikey Taylor
Mikey Taylor
@Affinity Legacy
Excellent service from these guys, helped more than I imagined, I will definitely be recommending to anyone that needs the services they provide 10/10
Ecaterina
Ecaterina
@Affinity Legacy
Really happy with the legal services that Affinity Legacy Provided me, they helped me to protect, grow and preserve my wealth 👍
Yogesh Patel
Yogesh Patel
@Affinity Legacy
Excellent service with our Lasting Power of Attorney. The team was patient and explained everything clearly. We felt well-supported
Madalina Sirbu
Madalina Sirbu
@Affinity Legacy
The Property Protection Trust setup was seamless. The service was professional and very reassuring.

The Affinity Legacy Difference

What sets us apart is our unwavering commitment to understanding your unique needs and values. We don't believe in one-size-fits-all solutions. Instead, we create bespoke strategies designed specifically for your circumstances.

"Our mission is to protect and grow your wealth while ensuring your legacy reflects your values and intentions."

Stanley Taylor, Founder & CEO

Contact Us

Schedule Your Consultation

Begin your journey to financial security and legacy planning with a confidential consultation.

Contact Information

Our Office

49 Grosvenor St, London W1K 3HP United Kingdom

Email

info@affinitylegacy.co.uk

Phone

+44 (0) 20 8226 2120

Business Hours

Monday-Friday: 9:00 AM - 5:00 PM Saturday-Sunday: Closed

Schedule a Call

Prefer to speak with an advisor directly? Schedule a call at your convenience. Use the form or call below.

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