Getting excellent financial advice from trusted and completely independent advisors will, over time, lead to you making better, informed decisions on every aspect of your personal finances, whether it be pensions, mortgages, insurance or investments.
1. Our initial meeting with you.
We will sit down with you face to face either at our office or more often at your home. We’ll listen to what you want to achieve and show you what’s possible.
2. Information gathering.
We assemble all of the information we need to start identifying the best products for you, informing you of any documents that are required to process your application.
We use cutting edge financial tools to find the best range of products to suit your circumstances. These tools are only as good as the information that’s fed into them though, and that’s where our experience and knowledge of the financial industry can really help identify the perfect products to fit with your individual requirements.
We’ll take you through the results of our research and make recommendations based on it.
All processing and administration work is carried out by us on your behalf.
6. Ongoing reviews.
We can sit down with you after a set period of time to see if there has been any changes in your financial circumstances that would mean you are no longer using the very best financial products.
At Affinity Financial Planning we pride ourselves in providing quality, “face to face” advice, utilising the most up to date research and analysis tools, to provide you with the relevant information to make informed decisions. We’re really proud of our track record. Building client relationships is key to everything we do offering exceptional levels of personal service and expertise.
64 Stirling Street, Airdrie, Lanarkshire, ML6 0AS
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