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
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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
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Information Gathering
02. Info Gathering
It's time to get clear on you income, outgoings, dependants, or any debts you have.
03
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Research
03. Research
Our financial experts get to work to find the right range of products for you.
04
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Present
04. Present
We'll take you through the best options and provide you with our expert recommendations.
05
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Implement
05. Implement
You choose best option for you, and we will handle all the processing and administration work on your behalf.
06
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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

Get in touch to see how we can help

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or call us now

01236 421422
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We’re completely independent and totally unbiased. You will ALWAYS get the best possible deal.
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You get first class FACE to FACE advice. We build really effective long lasting relationships
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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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