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I got a 20% increase on my pension income
and it only took an hour
See if you can get more pension income.
It's quick, easy and won't cost you a penny.
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Are you getting the best return from your
investments? You will with us.
By getting to know you and doing proper research
Affinity Financial Planning will ensure that you
get the best possible return.
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"The Mortgage Affinity found for us was over
£100 per month cheaper than our bank."
By searching the whole market we will find the best
deal on a mortgage from hundreds of lenders.
Your bank won't do that for you.
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We thought that we were well insured.
We weren't.
Affinity can look at your existing policies and can make
sure that you really are properly covered. Complete peace
of mind and exactly the right cover for you.
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As independent financial advisers, Affinity FP will find the very best products on the market to fit your requirements exactly.

Based in Airdrie, Lanarkshire, we cover the whole of Central Scotland offering a huge range of Mortgage, Pension, Insurance and Investment products from the whole of the market. We will ensure you get the best deal for YOU.

COVID-19

The following is NOT a personal recommendation and should not be viewed as such.

• The value of many investments has fallen significantly over the last few weeks and there may be further falls as Covid-19 continues to have an impact on the economy. When markets fall like this, many people are tempted to withdraw their money to protect it. This can lead to the investment being sold at loss that might have been avoided if the investment were held for the long term.

• If you sell when the market is down, you will likely suffer a loss in the value of your investments and might miss out on any increases in value in the future if markets recover.

• If you need money in the short to medium term and have savings that could be used instead, you might want to consider taking some money from those alternative sources, if that still leaves money in rainy day funds, rather than to realise losses from the investment.

• The Government has announced a range of measures to offer support to people during the pandemic. You may wish to investigate whether you are eligible for this support before withdrawing money from your investments.

• If the product includes life cover, you should consider the implications of cancelling it, or stopping ongoing premiums, in light of the current additional health risks.

• If you need or want to cash in your investment, you could lose out significantly in the longer term. As such, you might consider only cashing in what you need.

• If the money is held in an ISA and you do decide to sell your investment to hold it in cash, you should consider keeping the money in cash within the ISA wrapper. There are limits to how much can be contributed to an ISA each year, and if you take your money out of the ISA, you might not be able to pay it back in.

• If you make regular contributions to an investment, you might wish to consider continuing to make those contributions. You will be able to invest at lower prices than before the market downturn.

• If this is a large investment, you might want to seek advice you’re your financial adviser before deciding to proceed.

If you require clarification on any of the above statements or if you have received a letter from Affinity Financial Planning Ltd and/or your Pension / Investment provider that you wish to discuss in more detail, please do not hesitate to contact us as soon as possible.

If you do require advice and a personal recommendation on any aspect of your financial planning, please contact us as soon as possible.

Established in 2001, Affinity Financial Planning (AFP) is a firm of experienced financial advisors offering Independent Advice to individuals and businesses alike.

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.

Our aim is to help YOU to achieve YOUR financial objectives. 

Why not give us a call and arrange a FREE no-obligation consultation? We can visit you in your home, listen to what your goals and objectives are and recommend the very best products to help you to achieve them. We have access to all major UK Pension, Insurance and Investment companies to ensure that you get the very best. We also have access to over 100 different mortgage providers. It only takes around an hour and could result in you improving your financial position, considerably.

All initial consultations are unbiased, without obligation and FREE. Based in Airdrie, Lanarkshire our small team cover the whole of Central Scotland from Glasgow to Edinburgh and from Ayrshire to Perthshire.

What people say about our service

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

Adie has helped us with all our financial matters for the past 8 years and we have recommended him to friends and family. We’ve received honest and friendly advice with our best interests at heart. He’s always on hand to give us advice and we will continue to use him and Affinity in the future. Thanks again to you and Liz for all your hard work and help. We genuinely appreciate it so so much.”

ALAN LOGAN, GLASGOW

I was really impressed by the service delivered by Affinity Financial Planning. I’ll be honest, I didn’t have a clue what organising a pension entailed and Tom took me through the process, explaining everything simply and finding me the best deal to ensure I’d get the most for my money. It was really straightforward, uncomplicated and i’m really pleased with the package I’ve signed up for.”

L. COCHRANE, AIRDRIE

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