Affinity Financial Planning Ltd

Independent Financial Adviser  23 Sutherland Way, Lanarkshire, G74 3DL
check
FCA authorised
Last authorised 11th October 2021
Our aim is to help you to achieve your financial objectives
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying first home
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Meet our advisers
MR Tom Ward
Director
MR A D Meehan
Managing Director
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.

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

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

Similar advisers near you

Independent Financial Adviser 0.19 mi
We will provide an initial review meeting either in your own home or in our office at our own expense.
 
Independent Financial Adviser 1.23 mi
You'll receive straightforward, honest advice from me and I'll explain all the options available to you. True Potential are still active in the Final Salary transfer market and are very competitive on the advice fees we charge.
 
Independent Financial Adviser 1.31 mi
With more than 20 years experience within financial services, I always try to get the extra mile for my clients by providing information/advice that is specific to their individual circumstance.
 
Restricted - whole of market 1.36 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.