Affinity Financial Planning Ltd

Independent Financial Adviser  Kelvin House, 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
check
Stakeholder
check
Buy to let
check
Buying first home
check
Flexible mortgages
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
ISA / Unit Trusts / OEICs
check
OEICs
check
Offshore investments
check
Traded endowment policies
check
Unit trusts
check
Savings for children
check
Buildings and contents
check
Commercial mortgages
check
Group Pension/Stakeholder
Response rating
7.0/10
check
FCA authorised
Last authorised 20th January 2020
Meet our advisers
Liz Cunningham CeMAP
Mortgage & Protection Specialist

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Tom Ward MIFS
Director / IFA

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Adrian Meehan MIFS
Director / IFA

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

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.

Where to find us

Kelvin House, 87 Calder Street, Coatbridge, Lanarkshire, ML5 4EY

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 20th January 2020

Similar advisers near you

Independent Financial Adviser 2.2 mi
Chartered practice providing Pension Transfer Specialist advice on a holistic approach incorporating Investments, savings, trusts and estate planning.
 
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
Family firm providing home visits. Specialists in pensions, investments, drawdown and pension transfers from final salary & defined benefit schemes.
 
Independent Financial Adviser 2.73 mi
Trust comes from understanding and I like to make sure you'll understand all your options before proceeding.