Business Details
25 Years
experience
Trusted Financial Advisers in Airdrie
Affinity Financial Planning has been providing independent financial advice across Scotland's Central Belt since 2001. Our team of experienced professionals combines over 80 years of collective expertise to deliver personalized solutions in mortgages, pensions, investments, and protection. As an FCA-authorised firm, we prioritise transparency and trust, using advanced technology to research market options and recommend tailored financial products. Our face-to-face approach ensures clients receive clear, jargon-free guidance, while our ongoing review process maintains the effectiveness of financial strategies over time.We serve individuals and businesses at all life stages, from first-time buyers to retirees, with a commitment to simplifying complex financial decisions. Our reputation for excellence is evidenced by numerous client testimonials praising our expertise, communication, and dedication to finding optimal financial solutions.
Services
Pensions
Investments
Mortgages
Personal Protection
Auto Enrolment
Details
- Year established: 2001
Highlights and features
- We have over 20 years' experience serving clients in Scotland's Central Belt
- Our team holds FCA-authorised qualifications and industry certifications
- We provide face-to-face financial advice with no hidden fees
- 80+ years combined experience in finding optimal financial solutions
- We maintain ongoing client relationships with regular financial reviews
Associations and certifications
- Financial Conduct Authority
What people say
Amazing service
Highly recommend Debbie
Fantastic from beginning
Efficient correspondence
Grateful for time
Services
Pensions Advice
We help clients prepare for retirement by reviewing existing pension arrangements and recommending optimised solutions. Our experts specialise in preserved pensions, enhanced annuities, and contracting out of SERPS. With changing pension regulations, we ensure clients maximise their retirement income while maintaining compliance with current legislation.
Mortgage Advice
Our mortgage specialists access over 80 lenders to find competitive deals for first-time buyers, remortgagers, and buy-to-let investors. We provide impartial advice on all mortgage types, including assistance with mortgage protection to safeguard against life changes and income loss.
Investment Planning
We research the entire market to identify suitable investment opportunities aligned with clients' risk profiles and financial goals. Our services include ESG investments, auto-enrolment schemes, and strategies for growing wealth while managing capital risk effectively.
Personal Protection
We offer comprehensive protection solutions including life insurance, income protection, and mortgage protection policies. Our advisers help clients understand coverage options that protect families and financial commitments during unexpected life events.
Auto Enrolment
We assist employers with auto-enrolment compliance, reviewing existing pension schemes, and implementing cost-effective solutions. Our service includes scheme selection, employee communications, and ongoing administration support to ensure regulatory compliance with minimal business disruption.
People
Adie Meehan
Director
With over 40 years' experience in financial services, Adie combines deep industry knowledge with a client-focused approach. He holds DipFA, MLIBF, FPC, and MAQ qualifications, ensuring expert guidance across all financial matters.
Liz Cunningham
Mortgage & Protection Consultant
Liz brings over 20 years' experience in financial services, specialising in mortgage solutions and protection policies. Her CeMAP and MAQ qualifications support her ability to source tailored financial products for clients across Scotland.
Tom Ward
Director
Tom has 34 years' experience delivering financial solutions, focusing on simplifying complex processes for clients. His DipFA, MLIBF, FPC, and MAQ qualifications underpin his expertise in creating effective financial strategies.
Debbie Paterson
Mortgage & Protection Consultant
Debbie specialises in mortgage solutions with 11 years' experience in financial services. Her CeMAP and CeRer qualifications support her ability to find competitive mortgage deals and protection policies for clients.
Questions
What financial services do you offer?
We specialise in mortgages, pensions, investments, personal protection, and auto-enrolment schemes for individuals and businesses.
Are you regulated by any official body?
Yes, we're authorised and regulated by the Financial Conduct Authority (FCA) under number 590340.
How do you charge for your services?
We provide transparent pricing with no hidden fees - charges are clearly explained during initial consultations.
Do you offer face-to-face meetings?
Yes, we prioritise face-to-face consultations at our Airdrie office or your location across Central Scotland.
What areas do you cover?
We serve clients throughout Scotland's Central Belt including Glasgow, Perthshire, and Lanarkshire.
How experienced is your team?
Our advisers have over 80 combined years of experience in financial services and hold industry-recognised qualifications.
