Response rating
9.0/10
FCA verified
27th March 2017

Affluent Financial Planning Limited

Independent Financial Adviser Affluent Financial Planning Ltd, Kirkinner Place, 1 Main Street, Renfrewshire, Bridge of Weir, PA11 3AA
First meeting at adviser's own cost
Multi-Award Winning Lifestyle Financial Planners providing comprehensive financial planning for affluent retirees, business owners & professionals
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • EEA
    • Rest of world
    • Wealth management
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Carl Melvin BA(Hons),MSc,CFP,FPFS,FIFP
Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
What our clients say
Having developed a Lifestyle Financial Plan for me, I was able to see quite clearly which option would best support my retirement, ensuring sufficient income to support my lifestyle. Mr Melvin unravelled the complexity of financial planning in a friendly, patient, tailor made, professional manner, happily stopping to clarify and discuss any questions or queries, ensuring I had a clear understanding of the choices facing me a professional service which has given me peace of mind. I would highly recommend Lifestyle Financial Planning and Mr Melvin to anyone looking for a first class Financial Advisor.
Miss MC, Elderslie
Looking to exercise the open market option for an AVC Was probably the most beneficial and thought provoking 45 minutes I have spent in many years
Mr MacPherson, Renfrewshire
“It was extremely refreshing to be provided with independent advice that made common sense to what most people consider a complex subject. The service provided has been excellent.”
Mr & Mrs Tasker, Stirlingshire
“All my dealings with the company have been characterised by honesty and efficiency. The advice I have received has always been patiently explained and agreed decisions implemented swiftly and accurately.”
Lt Col Arnold, Glasgow
"Very many thanks for the advice given..your plain speaking and professional approach to my predicament shone as a bright light against the ineptitude,incompetency and lack of empathy which I had received previously - Kindest regards"
Mr McQuaker, Glasgow
Where to find us
About us

Established in 1995, 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...? what happens if...? look at our video on You Tube that explains our approach to financial planning - https://www.youtube.com/watch?v=CBQYPe_g6JQ or go to youtube.com and search Affluent Financial Planning.

We have considerable experience in advising clients on Wealth Management, Retiremet and Pension Advice & Tax Planning - 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 130 of our clients have posted reviews of our service online at http://www.vouchedfor.co.uk/financial-advisor-ifa/bridge-of-weir/1191-carl-melvin

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 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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Compliance

Affluent Financial Planning Ltd is authorised & regulated by the Financial Conduct Authority - firm reference number 173259.

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