Affinity Financial Planning Ltd are Independent Financial Advisers, established in 2001, based in Coatbridge, Lanarkshire.

We work with individuals and businesses throughout Central Scotland and further afield, creating value for clients by providing holistic financial planning on Pensions, Investments, Insurance and Mortgages.

We are a small but highly experienced team. Our friendly approach makes it easy for clients to explain to us exactly what their objectives are, and how we can assist in achieving them. We are committed to providing ‘face to face’ advice either at our Coatbridge offices, our client’s home or their place of business. 

Who likes to talk impersonally to a person in a call centre?

We ensure that you completely understand the financial products we are discussing. We pride ourselves in taking time to fully explain every product in ‘layman’ language, without jargon and to your complete understanding.

A. D. Meehan Director
37 years experience in financial services.
Qualifications - DipFA MLIBF, FPC, MAQ.
Contact details:
Mobile: 07974 082002
Email: adie@affinityfp.com

Tom Ward Director
29 years experience in financial services.
Qualifications - DipFA MLIBF, FPC, MAQ.
Contact details:
Mobile: 07974 648412
Email: tom@affinityfp.com

Liz Cunningham Mortgage & Protection Consultant 
18 Years experience in financial services.
Qualifications - CeMAP, MAQ.
Contact details:
Mobile: 07539 016 378 
Email: liz@affinityfp.com

Debbie Paterson Mortgage & Protection Consultant 
5 Years experience in financial services.
Qualifications - CeMAP (Mortgages & Protection).
Contact details:
Mobile: 07411 548 230
Email: debbie@affinityfp.com