Affluent Financial Planning Ltd
1 Kirkinner Place
Main Street
Bridge of Weir
Renfrewshire
PA11 3AA
This is not the head office for Affluent Financial Planning Ltd. To view our head office, click here
We help you answer Life's BIG questions such as
Do I have enough money for the rest of my life?
can I afford to live my desired lifestyle?
When can I retire?
can I give my children money and still have enough for later?
How much do I need to sell my business for?
What if I need long term care?
.... And then we help you plan to ensure you can maintain your desired lifestyle no matter how long you live, without the fear of running out of money.
We use sophisticated software to crunch the numbers and create a dynamic Lifestyle Financial Plan that let's you see what your financial future may look like so you can make smart decisions about your money
Only then do we make recommendations on suitable financial products.
Our service is designed for affluent individuals - those who are retired or within 10 years of retirement, business owners or high earning professionals.
Affluent Financial Planning Ltd is authorised and regulated by The Financial Conduct Authority under firm reference number 173259. Not all services we provide are regulated.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.