Affinity Financial Planning Ltd
Location:
Burnbank
PH2 9BW
Bridge of Earn
Scotland
What We Do...
  • First time buyer Mortgages

  • House Move or Re-Mortgage

  • Buy to Let Mortgages

About Affinity Financial Planning Ltd

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 client’s 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: adie@affinityfp.com

Tom Ward Director
28 years experience in financial services.
Qualifications - DipFA MIFS, FPC, MAQ.
Contact details:
Mobile: 07974 648412
Email: tom@affinityfp.com

Liz Cunningham Mortgage & Protection Consultant
16 Years experience in financial services.
Qualifications - CeMAP, MAQ.
Contact details:
Mobile: 07970 794545
Email: liz@affinityfp.com

Experience & Qualifications

Liz Cunningham Mortgage & Protection Consultant
16 Years experience in financial services.
Qualifications - CeMAP, MAQ.
Contact details:
Mobile: 07539 016378 
Email: liz@affinityfp.com

Fully Regulated and Authorised by the Financial Conduct Authority

Testimonials

The team at Affinity were friendly and really easy to talk to. I would recommend them to anyone looking for a Mortgage."
- Debbie mullen, wishaw

"Liz, we can't thank you enough for all your help. You've been amazing! Thanks so much for going above and beyond for us. All our love from the whole family."
- Victoria Sawers, Glasgow

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