Get a better deal. Call us on 01236 421422

Who We Are
We're a small, highly experienced team. We're efficient,
friendly and really easy to get on with. Our experience
in all aspects of Financial Planning mean you'll ALWAYS
get the best possible advice.

Affinity Financial Planning Ltd are Independent Financial Advisers, established in 2001, based in Coatbridge, Lanarkshire.

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
37 years experience in financial services.
Qualifications - DipFA MLIBF, FPC, MAQ.
Mobile: 07974 082002
Email: adie@affinityfp.com

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

Liz Cunningham
Mortgage & Protection Consultant
18 Years experience in financial services.
Qualifications - CeMAP, MAQ.
Mobile: 07539 016 378
Email: liz@affinityfp.com

Debbie Paterson
Mortgage & Protection Consultant
5 Years experience in financial services.
Qualifications - CeMAP (Mortgages & Protection).
Mobile: 07411 548 230
Email: debbie@affinityfp.com

People We've Helped

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

I learned more about pensions from Tom Ward at Affinity in 45 minutes than I ever had in the thirty years plus, that I was a customer of Pearl Insurance. I couldn't recommend him high enough. Thank You."

CHARLES MILLAR, MOTHERWELL

Get In Touch

Give us a call on 01236 421422 anytime or email us at info@affinityfp.com for more information on how we can help you enjoy a better financial future.

What Affinity will do for you

We're completely independent and totally unbiased. You will ALWAYS get the best possible deal.

You get first class FACE to FACE advice. We build really effective long lasting relationships

We're really easy to deal with and have helped 1000's of people all over Scotland get a better deal.

Close Menu