I have been involved in Financial Services since 1999. During that time I have had a variety of jobs within the industry that give me a firm grasp of the ins and outs of the market and what we are dealing with on a day to day basis.
I believe that we are in a time where quality face to face advice in the wealth sector is at a a critical point, and also that being and extremely experienced and rounded adviser, I will continue to provide a high benchmark service that will be difficult to rival in the Scottish market place.
Great firm of financial planners, highly professional and knowledgeable. Special mention and thanks to Alex for all his solid actionable advice.
Affinity Financial Planning Ltd
As independent financial advisers, Affinity FP will find the very best products on the market to fit your requirements exactly.
Based in Coatbridge, Lanarkshire, we cover the whole of Central Scotland.
Established in 2001, Affinity Financial Planning (AFP) is a firm of experienced financial advisors offering Independent Advice to individuals and businesses alike.
At Affinity Financial Planning we pride ourselves in providing quality, “face to face” advice, utilising the most up to date research and analysis tools, to provide you with the relevant information to make informed decisions.
Fantastic company! Debbie helped us get our dream home and made everything easy and straightforward.
The Mortgage Warehouse
We specialise in financial planning around the area of mortgages and insurance, life cover, critical illness, income protection, ASU, family income benefit and household general insurance.
Offering whole of the market mortgage advice and using companies such as Zurich, Prudential, Friends Life (AXA, BUPA and Friends Provident), Aegon and Bright Grey among others to provide the best solutions for our clients to make their families financial future secure regardless of what tomorrow brings