Our Mission

Based in the Central Belt of Scotland, Affinity Financial Planning Ltd is your trusted financial partner, empowering individuals and families to achieve their financial goals with clarity and confidence. With over 80 years of combined experience, we take the stress out of finance, finding you the best deals and offers across investments, pensions, and mortgages.

Who We Are

Founded in 2001, Affinity Financial Planning Ltd is an independent financial advisory firm driven by transparency and trust. We believe in building strong, lasting relationships with our clients, taking the time to understand their unique needs and aspirations. Our team of experienced advisors will work alongside you, offering personalized guidance and support every step of the way.

Our Values

Our core values guide our actions and decision-making:

Transparency: We commit to open and honest communication, providing clear and digestible information about your financial situation and the available options.
Independence: As an independent firm, we are not beholden to any financial institutions, allowing us to find the best solutions for you without bias.
Client-centeredness: Your needs and goals are our priority. We tailor our advice to your individual circumstances and aspirations.
Expertise: We leverage the latest technology and industry knowledge to provide accurate and relevant financial guidance.