Every client is assigned a relationship manager most suited to their personal circumstances, who will oversee the provision of services and advice to you. However, Affine Limited advocates a team approach and you will undoubtedly find you are introduced to additional specialists, as your needs require.

Already employing the services of a financial advisor poses no real practical difficulties. However, to ensure a consistent tax approach is implemented across your portfolio, and for professional courtesy, we encourage you to inform them of our services.

In line with new regulation, we will explain at the outset how we charge for each of our services. We will also wherever possible, seek to reduce both our costs and the underlying costs of third party providers and fund managers to ensure your investment portfolio is as efficient as possible in locking in returns.

You will not need to provide references to become a client. However, under current legislation, we are obliged to obtain proof of your identity. This process will be fully explained to you at the initial meeting.

No. You can submit KYC documents in their original language.