Affinity Financial Planning Ltd are Independent Financial Advisers, established in 2001,
We work with individuals and businesses throughout Central Scotland and further afield, creating value for clients by providing holistic financial planning on Pensions, Investments, Insurance and Mortgages.
We are a small but highly experienced team. Our friendly approach makes it easy for clients to explain to us exactly what their objectives are, and how we can assist in achieving them. We are committed to providing face to face advice either at our Coatbridge offices, our clients home or their place of business.
Who likes to talk impersonally to a person in a call centre?
We ensure that you completely understand the financial products we are discussing. We pride ourselves in taking time to fully explain every product in layman language, without jargon and to your complete understanding.
A. D. Meehan Director
36 years experience in financial services.
Qualifications - DipFA MIFS, FPC, MAQ.
Contact details:
Mobile: 07974 082002
Email:
[email protected]
Tom WardDirector
28 years experience in financial services.
Qualifications - DipFA MIFS, FPC, MAQ.
Contact details:
Mobile: 07974 648412
Email:
[email protected]
Liz Cunningham Mortgage & Protection Consultant
16 Years experience in financial services.
Qualifications - CeMAP, MAQ.
Contact details:
Mobile: 07970 794545
Email:
[email protected]