Affluent Wealth Management Ltd

Independent Financial Adviser Kirkinner Place, Main Raod, Bridge of Weir, Renfrewshire, PA11 3JA

16th September 2019

Access to online Master portfolio with low cost funds, wide investment choice and 24/7 portfolio access.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Expatriate finances
- EEA
- Rest of world
Long Term Care
- Long term care

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

Carl Melvin BA (Hons), MSc, CFP,FPFS, Chartered FCSI

Director

Where to find us

Kirkinner Place, Main Raod, Bridge of Weir, Renfrewshire, PA11 3JA

About us

Multi Award Winning Wealth Management Advisers, specialising in services to affluent private individuals and trusts.

Our services

Explain your options in simple easy to understand terms - call us to discuss how we may help you with your Financial Planning

Compliance

Affluent Wealth Management is a trading name of Affluent Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority, under reference number 173259

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Expatriate finances
- EEA
- Rest of world
Long Term Care
- Long term care

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£100,000

Compliance

Affluent Wealth Management is a trading name of Affluent Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority, under reference number 173259

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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