Affluent Financial Planning Ltd, Kirkinner Place, 1 Main Street, Renfrewshire, Bridge of Weir, PA11 3AAMake an enquiry
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.
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.
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