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  11. Affluent Wealth Management Ltd

Affluent Wealth Management Ltd

Independent Financial Adviser  Kirkinner Place, Bridge of Weir, PA11 3JA
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FCA authorised
Last authorised 15th August 2022
Access to online Master portfolio with low cost funds, wide investment choice and 24/7 portfolio access.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Long term care
Meet our advisers
MR Carl Melvin BA (Hons), MSc, CFP,FPFS, Chartered FCSI
Director
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

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

Kirkinner Place, Main Raod, Bridge of Weir, PA3 3AT

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