Affinity IFA Ltd

Independent Financial Adviser  Affinity, South Ayrshire, Troon, KA10 6EB
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FCA authorised
Last authorised 2nd August 2021
We're specialists, working with individuals and small business owners who are serious about growing and protecting their wealth.
We can advise you on
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Annuity purchase
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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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SIPPs
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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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
Meet our advisers
MR Nick Lambert AFPS
Chartered Financial Planner
MISS Shona Barr DipFA, MIFS
Managing Director & Financial Planner
About us

Why Affinity?

We believe that strong financial planning is central to building a more certain financial future, regardless of life stage.

We help save you time, sourcing creative solutions, highlighting the choices and options available to you and validating your financial decisions and goals.

We thoroughly enjoy working with our clients and their families and feel privileged that they trust our opinions, advice and recommendations.

Our growth is built on recommendation and reputation. Our office has wheelchair access and we can offer both male and female advisers to suit your preference.

For those who are serious about growing and protecting their wealth, we make the complex simple.

Plan for tomorrow, live for today.

Our services

What's your magic number?

We help you work this out, show you when you've reached that place of "choice" where work becomes an option not a necessity.


We remove the hassle from managing your financial affairs so you can focus on your unique abilities, your family and your life. We deal with the details so you don't have to.


You retain decision making control at all times while we provide you with research, information and education that keeps you fully informed and allows you to make choices with confidence.

Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£500,000
Minimum mortgage value
£500,000
Advice methods
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    Face to face

Affinity, 6 Ayr Street, South Ayrshire, Troon, KA10 6EB

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