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  11. Affluent Financial Planning Limited

Affluent Financial Planning Limited

Independent Financial Adviser  Affluent Financial Planning Ltd, Bridge of weir, Renfrewshire, PA11 3AA
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FCA authorised
Last authorised 21st September 2020
Multi-Award Winning Lifestyle Financial Planners providing comprehensive financial planning for affluent retirees, business owners & professionals
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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Stakeholder
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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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National savings
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Regular savings
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Savings for children
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School fees planning
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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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Small business
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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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EEA
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Rest of world
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Corporate pension
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Employee benefits
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Group ISA
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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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Group risk
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Long term care
Meet our advisers
Carl Melvin BA(Hons),MSc,CFP,FPFS
Financial Planner
About us

We are multi award winning financial planners specialising in comprehensive Lifestyle Financial Planning - helping you answer the big questions like when can I retire? will I have enough money? can I maintain my standard of living for the rest of my days without the fear of running out of money? can I afford to give money to my children and still be ok in old age?

We have considerable experience in advising people like you on how to manage your wealth, planning your retirement and offering pension & tax planning advice - we explain things in a way that will make sense to you, we are upfront about costs and we don't recommend a course of action we would not take ourselves.

Over 150 of our clients have posted reviews of our service online at <url hidden>

Your initial meeting is at our expense and is a no obligation meeting to discuss your requirements and to see if we are the right adviser for you
Call us today on <phone number hidden> to arrange a FREE financial review meeting.

Our services

We specialise in serving clients with £250,000+ of investable assets (investment and/or pension funds) and/or family income of £100,000pa or more.

We create a lifestyle financial plan for you to help you make sense of your finances, support you to make the best use of your financial resources and offer sensible advice & a reassuring ongoing review service.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Affluent Financial Planning Ltd, Kirkinner Place, 1 Main Street, Renfrewshire, Bridge of Weir, PA11 3AA

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