Affluent Financial Planning Limited
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Small business
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Business
- 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
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Expatriate finances
- EEA
- Rest of world
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Financial planning
- Wealth management
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Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Long term care
- Long term care
Affluent Financial Planning Ltd, Kirkinner Place, 1 Main Street, Renfrewshire, Bridge of Weir, PA11 3AA
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 - ?v=CBQYPe_g6JQ or go to 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
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.
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.
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