Affluent Financial Planning Limited

Independent Financial Adviser Affluent Financial Planning Ltd, Kirkinner Place, 1 Main Street, Renfrewshire, Bridge of Weir, PA11 3AA
FCA verified
15th October 2018
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
adviser-person
Carl Melvin BA(Hons),MSc,CFP,FPFS,FIFP
Financial Planner
Where to find us

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

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 - ?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.

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
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
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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