Affinity Financial Planning Ltd

Independent Financial Adviser  Franchi Drive, Larbert, Stirling and falkirk, FK5 4DY
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FCA authorised
Last authorised 21st September 2020
I am an Independent Financial Adviser with 27 years of experience. I believe in advice, rather than simply selling products.
We can advise you on
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Stakeholder
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Bad credit
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Buy my next home
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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ISA / Unit Trusts / OEICs
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OEICs
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Unit trusts
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Savings for children
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Buildings and contents
Meet our advisers
Tom Ward MIFS
Director / I F A
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

I have worked in financial services for 27 years and 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, my objective is, quite simply, to improve the financial position of my clients as tax efficiently as possible. Today, I am still managing the affairs of clients I met when I started in financial services in 1988. I believe this is testimony to the trusted advice and level of service that I provide.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Franchi Drive, Stenhousemuir, Larbert, Stirlingshire, FK5 4DY

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