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Independent Financial Adivsor (IFA)

Affinity Financial AdviceAffinity Financial Advice
55 Marr Drive
Troon
Ayrshire
KA10 6PP

Phone: 01292 313 514
Mobile: 07984 548 829
Website: www.affinityifa.co.uk
Email: info@affinityifa.co.uk

WELCOME TO AFFINITY FINANCIAL ADVICE

At Affinity, it is our priority to offer a customer driven, professional service that acknowledges your specific circumstances. Since your financial position is unique, we take time to understand your needs. We will carry out a detailed assessment of your objectives and make financial recommendations based on your preferences and priorities.

We believe in building strong relationships to help you realise your financial goals through high quality advice and impeccable customer service.

Our services include:

  • Savings and investments
  • Protection
  • Retirement Planning
  • General Insurance
  • Commercial Finance

RETIREMENT PLANNING

Retirement PlanningThe key to a financially comfortable retirement is planning and preparation. Too many people are doing too little too late. Putting even a small amount away early on can make a huge difference to the lifestyle you will enjoy when you retire. The golden rule for most people is not to rely on the State alone.

Pension legislation changed dramatically on 6 April 2006. A review of your existing pension arrangements could potentially enhance your pension fund and retirement income.

Affinity Financial Advice offers a free initial review of your existing pension arrangements.

SAVINGS AND INVESTMENTS

Savings and InvestmentsAt Affinity Financial Advice, we understand that financial goals are personal and individual. Whether saving to build a nest egg, buy your first home, pay for a fairytale wedding, start a family, fund your child’s education or to splash out on a holiday of a lifetime, Affinity advisers are well placed to offer the most appropriate investment plan, reflecting your tax position, aligned to your attitude to risk and suitably diversified to minimise risk.

As Independent Financial Advisers, we strive to provide the best financial and investment solutions for our clients.

Contact us on 01292 313514 or Email: info@affinityifa.co.uk

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