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Liz Cunningham

Affinity Financial Planning Ltd

Affinity Financial Planning Ltd Main Logo
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]

Location: Burnbank, Bridge of Earn, PH2 9BW

Qualifications: Liz Cunningham Mortgage & Protection Consultant 16 Years experience in financial services. Qualifications - CeMAP, MAQ. Contact details: Mobile: 07539 016378  Email: [email protected]

FCA Registration Number: 590340

Regulations: Fully Regulated and Authorised by the Financial Conduct Authority

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