Response rating
7.0/10
FCA verified
11th December 2017

Affinity Financial Planning Ltd

Independent Financial Adviser 23 Sutherland Way, Brancumhall, East Kilbride, 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
    • Buy to let
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Self build
    • Self employed
    • Sub prime
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Long term care
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
Meet our advisers
adviser-person
A D Meehan
Managing Director
adviser-person
Tom Ward
Director
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
Where to find us
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:

Email:

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.

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

Affinity Financial Planning is authorised and regulated by the Financial Conduct Authority FCA number 590340

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