Affluent Financial Planning Limited

Independent Affluent Financial Planning Ltd, Kirkinner Place, 1 Main Street, Renfrewshire, Bridge of Weir, PA11 3AA
FCA verified
14th October 2019
Multi-Award Winning Lifestyle Financial Planners providing comprehensive financial planning for affluent retirees, business owners & professionals
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Carl Melvin BA(Hons),MSc,CFP,FPFS
Financial Planner
Where to find us

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

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.

Advice methods
  • phoneButton
    Telephone
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    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