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Investment Groups

Your Business, Our Expertise

Maintaining Business Efficiencies

Our industry experience and in-house knowledge within the sector is a creation of working closely with business and investment owners ensuring your financial and advisory needs are delivered diligently and on time. If you are exploring profit maximisation or structured M&A activity, we have the in-house skillset to support you every aspect of your business needs. Our unique Director led service ensures that we have the expertise in practice and theory to help you succeed.

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Tailored Financial Services

We understand the pressures that Investment Groups and their stakeholders face. Our multi-disciplined practice prides itself on providing tailored services and solutions to our clients. Our Tax team can guide you on UK-centric tax implications such as Corporate Interest Restrictions, Capital Allowances for commercial assets, and R&D tax credits whilst our Corporate Finance team can help with all forecasting, cashflows and M&A needs of your group. Coupled with our audit team we can maintain objective and timely reporting to the stakeholders of the investment group.

We offer a unique, and holistic approach to you and your business to provide the service you expect from an industry leading and trusted advisor. Your bespoke project and aims are our drivers for success and with Affinia, you will have the partner to reach your targets.

Adam Croft | Affinia Head of M&A. Ipswich Busness Week.

You never know where your next appointment may take you. However, I would always include Affinia in any benchmarking exercises if needed as it has been a very productive partnership.

Rob Carter

Our senior team

Sector Experience

Tax & Planning

Our tax planning services help minimise tax liabilities while ensuring compliance with laws and regulations. We assist with basic tax compliance to complex issues like Group Restructuring.

Audit Services

We can adapt to meet all your auditing needs, from statutory to interim and heavily bespoke audits. We aim to remove this pressure with minimum disruption to your everyday business.

Corporate Finance

Whether you require support for an MBO, business valuation or are looking to exit your business, our team combine significant accounting, banking and taxation expertise to support you through the process.

Accountancy & Advisory

We  can take care of all your accountancy and advisory requirements from accounts preparation to management accountants, forecasting, and budgeting.

Do you want to succeed in today’s competitive business landscape?

Discover how our services can help you and your business thrive now and in the future.