Affinity Financial Planning Ltd are Independent Financial Advisers, established in 2001, 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.
We are a small but highly experienced team. Our friendly approach makes it easy for clients to explain to us exactly what their objectives are, and how we can assist in achieving them. We are committed to providing 'face to face' advice either at our Coatbridge offices, our client's home or their place of business.
We are a small but highly experienced team. Our friendly approach makes it easy for clients to explain to us exactly what their objectives are, and how we can assist in achieving them. We are committed to providing 'face to face' advice either at our Coatbridge offices, our client's home or their place of business.
Services
Affinity Financial Planning have the expertise to ensure that you get the very best Pension advice. Based in Airdrie, we cover the whole of Central Scotland. We'll sit down with you either in your home, at our office or your place of business and will explain the many options on offer from the whole of the UK Pension Market.
Affinity Financial Planning will offer you the best performing Ill Health / Enhanced Annuity products form the whole of the market. When you've spent most of your working life paying into a pension plan and the time comes to retire you don't have to accept the annuity offered by your pension company.
A Preserved Pension is often referred to as a 'Frozen Pension' although this is incorrect. The correct term would be 'Deferred' or 'Paid Up'. It is normally a Personal Pension Fund that was built up to a level and then, the contributions were stopped or an Occupational Pension Scheme of which you are no longer a member.
At Affinity, we would urge everyone to undertake a review of their contracted out arrangements, especially if this hasn't been done for some time. Now that contracting out has been abolished, it has resulted in some fundamental changes to what you can do with your fund. When did you last review your plans?
Unfortunately many families will experience the trauma of the death or serious illness of a family member. Affinity Financial Planning over a wide range of Mortgage Protection plans, tailored to your exact requirements, which ensure, should such a terrible situation occur in your life, that you are financially equipped to deal with it.
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