Affinity Financial Planning Ltd

Independent Financial Adviser Franchi Drive, Stenhousemuir, Larbert, Stirlingshire, FK5 4DY
FCA verified
19th March 2018
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
    • Buildings and contents
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Sub prime
    • ISAs
    • OEICs
    • Unit trusts
    • Stakeholder
    • Savings for children
Meet our advisers
Tom Ward MIFS
Director / I F A
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

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)
Minimum pension value
Minimum mortgage value

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