Response rating
7.0/10
FCA verified
19th June 2017

Affinity Financial Planning Ltd

Independent Financial Adviser Kelvin House, 87 Calder Street, Coatbridge, Lanarkshire, ML5 4EY
We are Independent Financial Advisers with a wealth of experience and are committed to face to face advice.
We can advise you on
    • Buildings and contents
    • Buy to let
    • First time buyers
    • Flexible
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • ISAs
    • OEICs
    • Offshore investments
    • Traded endowment policies
    • Unit trusts
    • Commercial mortgages
    • Group pensions
    • Stakeholder
    • Savings for children
Meet our advisers
Adrian Meehan MIFS
Director / IFA
Tom Ward MIFS
Director / IFA
Liz Cunningham CeMAP
Mortgage & Protection Specialist
Where to find us
About us

We are completely Independent & offer Full Advice and Recommendations from the 'Whole of Market'. All initial discussions are free, unbiased and without obligation. In addition to personal financial planning, we also have an in-depth understanding of the Auto Enrolment process that employers are currently facing and offer businesses the support they need to meet this employer legislation. The service provided is face - to - face and includes every aspect from an initial, free, no obligation presentation right through implementation, ultimately to the scheme being up and running and registered with the appropriate regulator.

Our services

Working in financial services with a combined 80+ years, we provide advice on all aspects of financial planning, providing practical solutions for the financial issues that most clients are faced with. Providing ongoing advice on wealth management, retirement planning, investment planning, family protection and mortgages, our objective is, quite simply, to improve the financial position of our clients as tax efficiently as possible. Today, we are still managing the affairs of clients we met when we started in financial services. We believe this is testimony to the trusted advice and level of service that we provide.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

Similar advisers near you

Independent Financial Adviser 1.44 mi
Create a plan for your retirement. We are pension and investment specialists.
 
Independent Financial Adviser 2.21 mi
As experienced Chartered Financial Planners, we offer bespoke solutions for all your financial needs.
 
Independent Financial Adviser 2.66 mi
Friendly professional service. Family firm providing home visits across Lanarkshire and Glasgow. Over 20 years experience. Award winning adviser.
 
Independent Financial Adviser 4.34 mi
We offer full range of objective financial advice to clients who desire a high level of personal service.