FACE TO FACE FINANCIAL ADVICE

Based in Scotlands Central Belt, we take the stress out of finance and find the best deals and offers for you.

We've been working with locals across Scotlands central belt for over 20 years.
Affinity is here to find the best deal to fit your needs.

We work with you to protect and grow your money, so you can live your life with peace of mind and focus on the things that matter. From first time buyers to pension advice, we've successfully helped countless clients find the best deals on the market for them.

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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Who we are

Since 2001 we’ve been making it easy for clients to share their objectives with us so we can facilitate their goals. As independent financial advisers with 80+ years of combined experience, Affinity FP will find the very best products on the market to fit your requirements exactly.

Meet the team

What our clients say

What can I say other than amazing. All information was explained in simple terms so I understood everything. This helped me put in place what was best suited to our family needs. I cannot fault the service and the communication was to a very high standard. I would highly recommend Debbie to friends and family for all mortgage and insurance needs.

Liz was just fantastic from the beginning! She got us a mortgage in principal that suited us and didn't leave
an imprint on our credit scores. She always treated us with respect no matter how trivial our questions
were, she was very efficient and her correspondence was always prompt. We cannot recommend her
enough for all she done for us.

This is just a thank you to show our appreciation for putting our affairs to right for us. We are really grateful for your time and patience and we will surely recommend you to everyone.

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.

FACE TO FACE FINANCIAL ADVICE

Based in Scotlands Central Belt, we take the stress out of finance and find the best deals and offers for you.

We've been working with locals across Scotlands central belt for over 20 years. Affinity is here to find the best deal to fit your needs.

Our services

Who we are

Since 2001 we’ve been making it easy for clients to share their objectives with us so we can facilitate their goals. As independent financial advisers with 80+ years of combined experience, Affinity FP will find the very best products on the market to fit your requirements exactly.

What our clients say

Get in touch to see how we can help

or call us now

We've been working with locals across Scotlands central belt for over 20 years.
Affinity is here to find the best deal to fit your needs.