Affinity Financial Planning Ltd

Independent Financial Adviser  23 Sutherland Way, Glasgow, Lanarkshire, G74 3DL
First meeting at adviser's own cost
Our aim is to help you to achieve your financial objectives
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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Stakeholder
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Bad credit
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Building your home
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Buy to let
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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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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Tom Ward
Director
A D Meehan
Managing Director

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

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

What our clients say
"Adie has helped us with all our financial matters for the past 8 years and we have recommended him to friends and family. We've received honest and friendly advice with our best interests at heart. He's always on hand to give us advice and we will continue to use him and Affinity in the future. Thanks again to you and Liz for all your hard work and help. We genuinely appreciate it so so much."
Alan Logan and Stuart Truesdale, Glasgow
About us

At Affinity Financial Planning we pride ourselves in providing our clients with quality, “face to face” advice, utilising the most up to date research and analysis tools, to provide them with the relevant information to allow them to make informed decisions.

We're really proud of our track record. Building client relationships is key to everything we do, offering exceptional levels of personal service and expertise.

We are completely Independent & offer Full Advice and
Recommendations from the 'Whole of Market'. All initial discussions are
free, unbiased and without obligation.

Testimony to our relationship building with clients can be viewed at our website: <url hidden>

Email: <email address hidden>

Our services

Our service is personal and is tailored to your specific requirements and our advice and recommendations reflect this.

At Affinity we don't just recommend the best financial products available to you - today. Because of the service and advice that we provide, most of our clients are not only happy to maintain a continued relationship with us for many years, but are more than happy to recommend us to family, friends and colleagues.

Where to find us

23 Sutherland Way, Brancumhall, East Kilbride, Lanarkshire, G74 3DL

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 15th January 2020

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