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The Company

Affinity Financial Planning  was formed in June 2001 by Adie Meehan and Tom Ward who between them have over 50 years of Financial Services experience. The company has continued to expand to a sales team of 3 Independent Financial advisors and 3 Mortgage Advisors. We are pleased to advise that 2 of our advisors are female

Affinity are Independent Financial advisors offering access to the product range of all major UK Insurance Companies.

With regards mortgages we are independent offering access to “Whole of Market” providing impartial and unbiased advise from all of the UK’s mortgage lenders, building societies and High Street Banks.

  • Our Aim
  • Location
Our Aim

Our aim has remained constant in this time - to build long term, personal relationships with our clients, by offering friendly ongoing and quality advice.

Location

Our Head Office is based in Coatbridge. Our advisers are based in Lanarkshire, Glasgow and Stirlingshire and are suitably positioned to deal with client enquiries throughout most of Scotland.

We can provide consultations in our offices, the comfort of your home or if preferred, your place of work.  We are committed to offering face to face advice.

 

 
affinity financial planning ltd.
Independent Financial Advisors, Affinity Financial Planning Limited is an appointed representative of Financial Services Advice & Support Limited, which is authorised and regulated by the Financial Services Authority.
Company Registration Number 222052. Registered Office: 33 Kittoch Street, East Kilbride, G74 4JW
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