At Affinity we work with clients at varying stages of their lives, whether just starting out in the workplace, buying their first home, upsizing or downsizing, protecting their family or at the point of retirement. Not only do we help our clients save money by finding the best products on the market for them, but we help them grow their wealth with investment and saving strategies.
We understand you’re looking for independent advice that’s personalised to your situation. You may not want to sit for hours online or on the telephone with a Call Centre operative.
That’s why, in 2001 Tom and Adie left their corporate offices that distanced themselves from clients, and started Affinity. At Affinity Financial Planning, the mission has and always will be to provide local personal support and expert advice, face to face wherever possible, across Scotland's Central Belt.
Based in Airdrie, 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.