Affinity IFA Ltd
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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Pensions & retirement
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Pension consolidation
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Pensions & retirement planning
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Financial planning
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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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Offshore investments
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Socially responsible investments
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Savings for children
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School fees planning
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Insurance & protection
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Income protection insurance
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Tax & trust planning
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Commercial mortgages
Last authorised 13th July 2020
Meet our advisers
Nick Lambert
Chartered Financial Planner
Qualifications & Accreditations
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APFS - Associate, Personal Finance Society (PFS)
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To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Shona Barr DipFA, MIFS
Managing Director & Financial Planner
Qualifications & Accreditations
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DipFA - Diploma for Financial Advisers (LIBF)
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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
What our clients say
I was absolutely delighted with the advice and service offered to me in regard to mortgage protection cover. Affinity delivered a first class service allied to a professional manner.
Ian, Troon
Shona puts me at ease and uses terms I understand which is why I trust her to be my IFA.
Lisa, Glasgow
In my dealings I have found their help and support invaluable, all business carried through in a personal ,professional and competent manor. Since our initial home meeting I have secured a pension that has doubled the monthly income quoted through my Employee Pension forecast, and have continued to use their wide ranging expertise reviewing my personal investment and housing needs. I would have no hesitation in recommending them. Excellent customer service.
Mr Jackson, East Kilbride
I contacted Affinity IFA Ltd who explained the various investment options available to me. The subsequent recommendation was fully explained to me in a manner I could easily understand. I would have no hesitation in recommending Affinity to my family and friends.
E Dyet, Troon
We have worked with Shona for over 3 years now and in that time we have found her very helpful, easy to work with, very knowledgeable and proactive in finding and maintaining investments to suit our needs.
Mr & Mrs C, Kilwinning
Shona exudes a quiet efficiency which inspires confidence in her client. She is also extremely patient in answering questions and is obviously well on top of her job. Her advice, pleasantly given, has proved very sound and well-worth taking. She deserves to be successful!
MWM, Prestwick
I was retiring and needed advice on my pensions. Shona listened and took time to understand what I wanted to do before talking me through my various options and explaining the implications of them all. I have now retired and arranged my finances so that I can live comfortably in retirement.
Margaret, Ayrshire
Contacted Affinity to get a pension review, with view to transfer to different type of pension. Assessed my situation and needs, did all the paperwork, and explained risks and benefits . I have achieved exactly what I was hoping for.
What could they have done better?
Nothing
Frank, East Kilbride
Needed a capital investment following house sale. Provided risk assessment and recommendations with regular follow up reviews and possible changes if appropriate. Yes over the last few years the advice given has proved to have a positive result.
What could they have done better?
Nothing -advice, service and admin have been excellent
Brian, East Sussex
I had a substantial sum of money that I wanted to invest rather than leave it sitting in my savings account with a low rate of interest. Shona assessed my needs and advised on an investment plan that was consistently performing well and provided a degree of security I was comfortable with. My initial investment grew by over 6% in the first year resulting in me adding to my investment this year.
What could they have done better?
Nothing. Shona explained everything very clearly and I am more than happy with the service she has provided me with.
Amanda, Glasgow
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.
Where to find us
Head office address: Affinity, 6 Ayr Street, South Ayrshire, Troon, KA10 6EB
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£500,000
Minimum mortgage value
£500,000
Special offers
Choose an Unbiased exclusive special offer:
