Premier Financial Advisory
Secure Your Legacy for Generations to Come
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.
CLIENT SERVICING
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
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.
- Bespoke solutions tailored to your unique circumstances
- Direct access to senior advisors, not junior team members
- Regular strategy reviews and proactive adjustments
- Transparent fee structure with no hidden charges
- Coordination with your other professional advisors
"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
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.