Affluent Financial Planning Limited

Independent Affluent Financial Planning Ltd, Kirkinner Place, 1 Main Street, Renfrewshire, Bridge of Weir, PA11 3AA
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
11th November 2019
We provide you with a bespoke Lifestyle Financial Plan to help you achieve financial independence
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
Carl Melvin
Financial Planner
Accreditations
Certified Financial Planner Chartered Financial Planner
What our clients say
Carl provided me with a detailed financial plan which showed the outcomes based on various scenarios. He is clearly very knowledgable and explained everything in easy to understand language . The plan has allowed me to have a good level of confidence in terms of my future financial affairs - it feels very re-assuring.
James Ormonde, Bridge of Weir
Helped by completing a full financial analysis Plan which covered our current financial position, and options going forward with sound advice on everything from pensions to savings/investments, to provide us with a robust financial platform to guide us on our way to a secure and happy retirement!
Alan Beattie, Bridge of Weir
Carl is very thorough & explains everything clearly, providing all the necessary information regarding very complicated financial matters. His knowledge & approach reinforces your trust & when you have very little experience in these matters you need the right information & a person you can trust.
Clare Kennedy, Bridge of Weir
Where to find us

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

Make an enquiry
About us

We are a multi award winning financial planning firm specialising in helping you answer life’s big questions such as:
When can I stop working and live the life I want without the fear of running out of money?
How much money do I need to live a great life in retirement?
Can I give my children a lump sum and still be ok in old age?
How much do I need to sell my business for?

We build a long-term relationship with you to help you meet your immediate goals, as well as ensuring your financial security now and in the future. We do this by using sophisticated financial modelling software to create your individually tailored dynamic Lifestyle Financial Plan. Your Lifestyle Financial Plan then acts as your road map to help you navigate to a great financial future.

We help you get financially organised and take care of the numbers and tax planning stuff, so you don’t have to.

We are available to clients in Glasgow, Inverclyde, North Ayrshire and Renfrewshire - Bishopton, Bridge of Weir, Brookfield, Elderslie, Erskine, Greenock, Houston, Howwood, Inchinnan, Kilbarchan, Kilmacolm, Langbank, Largs, Johnstone, Paisley.

Our services

We offer a truly personalised service and will work with you over the long-term to help you achieve your financial goals. Our service is designed as a premium service to a select number of affluent individuals who value integrity, expertise, professionalism and personal service.

Most of our clients are either high earners with a joint family gross income of £100,000 per year or more – or have total savings, investments and pension fund values of £250,000 +.

We help people considering a transfer of final salary pension benefits where the transfer value offered is £500,000 or more.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Affluent Financial Planning is authorised and regulated by the Financial Conduct Authority under firm reference number 173259