Welcome to Affinity Financial Planning

Our small team of experts are here to assist you with your financial goals and aspirations.

Our experience in all aspects of Financial Planning means you'll ALWAYS get the best possible advice.

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.
“I can’t thank Debbie at Affinity Financial Planning enough for all her time, patience, and expertise.   I feel as though I’ve been taken by the hand through the process.  A perfect experience, thank you."

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Adie Meehan
Adie has over 40 years of experience in Financial services - don't ask him how old he is... At the weekends he follows a strict schedule of being taken on a walk by Thor (his handsome Rottweiler), catching the Football or Rugby match of the day, and then enjoying a dram or two of his favourite whiskys.
Qualifications  - DipFA MLIBF, FPC, MAQ.
Mobile: 07974 082 002Landline: 01355 200725Email: adie@affinityfp.com
Liz Cunningham
Mortgage & Protection Consultant
Liz has been in working in financial services for over 20 Years. Raised in Glasgow, she now enjoys life living in Perthshire, getting as many countryside walks as she can. When Liz isn't sourcing the perfect mortgage for clients, you'll find her cooking up a storm and loving getting to know the newest member of the family - her daughters Cavapoo puppy.
Qualifications  - CeMAP, MAQ.
Mobile: 07539 016 378Landline: 01738 231449Email: liz@affinityfp.com
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Tom Ward
With over 34 years experience in Financial Services, Tom's had the same principles at the heart of everything he does when engaging with clients - to improve their financial position and to take as much unnecessary jargon out of the process as possible. When he's not working, he enjoys reading, writing, and the occasional spot of fishing - weather permitting, of course.
Qualifications  - DipFA MLIBF, FPC, MAQ.
Mobile: 07974 648 412Landline: 01324 374153Email: tom@affinityfp.com
Debbie Paterson
Mortgage & Protection Consultant
Debbie has worked in Financial Services for 11 years, but for the last 8 she's specialised in finding the best Mortgages for her clients. Hobbies include cake decorating, going for long walks with her dog Harry, and enjoying the good Scottish countryside.  A trip to the beach or a country park is her idea of relaxing - bonus points if she can get to an interesting historical site.  
Qualifications  - CeMAP (Mortgages & Protection), CeRer
Mobile: 07411 548 230Landline: 01324 374153Email: debbie@affinityfp.com
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Our Services

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

Get in touch to see how we can help

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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.
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