how we're different

WE KNOW THAT FACE TO FACE COMMUNICATION CREATES LONG TERM RESULTS FOR OUR CLIENTS

Our effective 6 part process RESULTS IN BETTER OUTCOMES for OUR CLIENTS

01
Face to Face Meeting
01. Face to Face Meeting
We’ll listen to what you want to achieve and work together to identify your goals, objectives, aspirations, and financial situation.
02
Information Gathering
02. Info Gathering
It's time to get clear on you income, outgoings, dependants, or any debts you have.
03
Research
03. Research
Our financial experts get to work to find the right range of products for you.
04
Present
04. Present
We'll take you through the best options and provide you with our expert recommendations.
05
Implement
05. Implement
You choose best option for you, and we will handle all the processing and administration work on your behalf.
06
Ongoing Reviews
06. Ongoing Reviews
Continuous reviews so we can monitor your financial circumstances, and ensure you are still using the best financial products.
At Affinity we are proud to say that most of our clients not only continue to do business with us for many years, but insist on recommending us to friends, family and colleagues.
“The home visit was quick and easy. I’m really happy how everything turned out too and got a much better deal when I remortgaged than I got offered by my mortgage lender.“

MRS G. MCGUINNESS, BLANTYRE

Our services

Pensions
Take steps to prepare for a happy retirement or maximise your current pension fund value.
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Investments
We’ll research the whole market for you, so you can get the best return on your cash.
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Mortgages
Our expert team will find the best deal for you from over 80 lenders.
Learn More
Personal Protection
Not only to help your family in the event of death, it also covers your personal loans if you're out of work.
Learn More

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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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.
About Us
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.
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Get in Touch64 Stirling Street
Airdrie, Lanarkshire
ML6 0AS
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T: 01236 421 422
E: info@affinityfp.com
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