FCA verified
22nd May 2017

Affluent Wealth Management Ltd

Independent Financial Adviser Kirkinner Place, Main Raod, Bridge of Weir, Renfrewshire, PA11 3JA
Access to online Master portfolio with low cost funds, wide investment choice and 24/7 portfolio access.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • EEA
    • Rest of world
    • Wealth management
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
adviser-person
Carl Melvin BA (Hons), MSc, CFP,FPFS, Chartered FCSI
Director
Where to find us
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

Advice methods
  • phoneButton
    Telephone
  • icons
    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

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