What we do

Check out our services below!

It is our mission as your Independent Financial Advisers to supply you with the tools to achieve your long-term financial goals.

Whether you’re looking to get on the property market, put earnings into an investment account, or planning for your retirement, we have a solution for you.

Our services

Pensions

Take steps to prepare for a happy retirement or maximise your current pension fund value.

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Investments

We’ll research the whole market for you, so you can get the best return on your cash.

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Mortgages

Our expert team will find the best deal for you from over 80 lenders.

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Personal Protection

Not only to help your family in the event of death, it also covers your personal loans if you're out of work.

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let’s get you on the path to financial security.
We’re looking forward to hearing from you

Get in touch to see how we can help

Give us a call or fill out the contact form below and we’ll give you a ring to set up a meeting.
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or call us now

01236 421422

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.

At Affinity Financial Planning Ltd, we work according to strict principles of transparency and trust. Following an initial consultation and Fact Finding process, we research, by use of the most up to date computer software, your identified requirements comparing products, then select and make recommendations based on our research.

Affinity Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA Number 590340. Please remember that the value of your investments can fall as well as rise. Income is not guaranteed and your capital is at risk. Past performance is not a guide to the future.

What we do

Check out our services below!

It is our mission as your Independent Financial Advisers to supply you with the tools to achieve your long-term financial goals.

Our services

let’s get you on the path to financial security.We’re looking forward to hearing from you

Get in touch to see how we can help

or call us now

let’s get you on the path to financial security.
We’re looking forward to hearing from you