Get a better deal. Call us on 01236 421422

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.
Get a Free Consultation
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.
Get a Free Consultation
"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.
Get a Free Consultation
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.
Get a Free Consultation

Affinity Financial Planning are Independent Mortgage Advisors based in Perth. We cover the whole of Perthshire.

From our base in Perth we offer a huge range of mortgage and financial products from over 100 lenders. We make sure you get the very best deal for you.

With over 100 lenders to choose from we can find the best deal for you on a Mortgage, a Remortgage or on a huge range of Life Insurance and Retirement Planning products. 

Based in Bridge of Earn, Perthshire, Liz Cunningham has over 18 years of experience in various aspects of financial planning and will source the exact products to suit your individual requirements from a huge range of lenders. You can be assured she will find the perfect solution for you.

If your current mortgage arrangement is coming to an end, your existing lender will most likely contact you and explain how simple it is for you to move on to a new product with them. While this is true, it in no way ensures that you are getting best value for your money.

At Affinity we view Remortgaging with just as much importance as we would if you were buying a new property and looking for a new mortgage.

Why choose Affinity Financial Planning?
• No Fees! Our expert advice is fee free.
• We work outside office hours.
• Home visits at no cost to you.
• Everything is explained in simple terms – straightforward and jargon free.
• A dedicated case manager will fully complete your application and take the management of your mortgage from start to finish.
• Having been established since 2001, we have a wealth of experience and expertise in the mortgage application process.

So, again, only after establishing your exact requirements and undertaking the fullest research, will we then recommend the mortgage that is most appropriate for you.

As we are completely Independent, we will in most cases, be able to obtain for you a remortgage which not only saves you money but includes the cost of a Solicitor and a Valuation at no cost to you.

The entire process is undertaken, with the minimum of disruption to you. Contact us and see how much money you can save.

As Liz lives and works in Perthshire she can visit you when it’s convenient for you anywhere in the Perthshire area. She will give you the best possible mortgage and remortgage advice and find you the perfect mortgage. There is absolutely no-obligation to proceed with our recommendations. We simply recommend the best products that most suit your requirements from the whole of the market and let you decide.
Perth Office: 7 Burnbank, Bridge of Earn, Perthshire, PH2 9BW.
Telephone: 01738 315361

Please note that your home maybe repossessed if you not keep up repayments on your mortgage.

What people say about our service

I would like to say a huge thanks to Liz for the help she gave us sorting out our mortgage. We are paying substantially less every month compared to what we were offered by our existing mortgage company (Halifax). It was really easy too. No stress at all.


Liz was brilliant to deal with. Thanks you very much.”


It’s much easier than I thought. Liz did all the work for me and I’m saving quite a lot of money”


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.”


Why choose an Independent rather than use a Bank or Building Society?

Affinity Financial Planning offer a fully bespoke service. When you talk to us you’re not limited to the narrow range of products that your bank or building society will have to offer.

This allows us to choose lenders that offer products that suit your exact financial situation, meaning that you are much more likely to get a better deal.

An independent mortgage advisor has the Whole of the Market to choose from, to source the most suitable mortgage for your exact requirements. 

Liz has both the experience and resource available to ensure you get the right mortgage.

Close Menu