Personal protection

The key to any affective investment plan

Don’t risk the growth of your investments and wealth by leaving yourself vulnerable

Having a strategy for accumulating wealth is vital, and when you're working it's easy to allocate money for saving. However, should you fall ill or suffer a loss of employment then having a back-up plan is essential.
Whether you’re looking to get on the property market, put earnings into an investment or plan for your retirement, we have a solution for you.

kinds of personal protection

Life Insurance

Once you have reached an age where your pension scheme allows you to draw it, you are entitled to your pension.

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Income Protection Insurance

Adding enhanced annuity due to lifestyle or health conditions can help boost your income.

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Mortgage Protection

Mortgage Protection is there to help your family should anything happen to you or your partner.

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Over 50s Insurance

Get specialised Over 50’s Life Insurance without any medical exams or intrusive questions.

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let’s get you on the path to financial peace of mind.
We’re looking forward to hearing from you

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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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.

Personal protection

The key to any affective investment plan

Don’t risk the growth of your investments and wealth by leaving yourself vulnerable

kinds of personal protection

let’s get you on the path to financial peace of mind.We’re looking forward to hearing from you

Get in touch to see how we can help

or call us now

let’s get you on the path to financial peace of mind.
We’re looking forward to hearing from you