Affluent Financial Planning Ltd Main Street, Bridge Of Weir PA11 3AA
About the Business
Welcome to Affluent Financial Planning Ltd, a premier financial institution located in the heart of Bridge of Weir. As an established establishment, we are dedicated to providing our clients with the highest quality financial services and expert advice to help them achieve their financial goals.
At Affluent Financial Planning Ltd, we understand that everyone's financial situation is unique, which is why we offer personalized financial solutions tailored to your specific needs. Our team of experienced finance professionals is committed to providing expert guidance and support throughout your financial journey, from wealth management to retirement planning.
Our point of interest lies in providing comprehensive financial planning services that cover a wide range of areas, including investments, pensions, and insurance. We work closely with our clients to develop tailored investment portfolios that align with their financial objectives and risk tolerance. Our retirement planning solutions are designed to help you achieve financial stability and security in your golden years, so you can enjoy the lifestyle you desire.
Located on Main St in Bridge of Weir, our institution is easily accessible and conveniently located for our clients. We believe in building long-term relationships with our clients based on trust, transparency, and integrity. You can rely on us to provide you with top-notch financial advice and support every step of the way.
If you are looking for a trusted partner to help you achieve your financial goals, look no further than Affluent Financial Planning Ltd. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Photos
Location & Phone number
Main St, Bridge of Weir PA11 3AA, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"We are a young couple looking to begin planning our financial future a bit more seriously, so we sought out Carl's advice on this. Carl provided guidance on the best next steps for our aspirations and gave us perspective on why these decisions might be good for us. Alongside this Carl helped us by giving us an overview of the benefits of types of savings and investments and advice on how to use this information for ourselves. We now have an overview of our affairs with the perspective and tools to move forward with planning for our financial future. We would recommend Carl to anyone looking for financial advice! Thanks again Carl!"
"I had an initial consultation with Affluent Financial Planning in which Carl provided a great amount of information in terms of lifestyle &retirement planning. Carl is obviously very knowledgeable on the subject and was clear and concise in summarising the steps needed to take in the future. I would recommend Affluent Financial Planning to anyone looking for some help and advice for their finances."
"I walked into their office in the Bridge of Weir and pretty much received a phone call to deal with my enquiries the following day. I was looking for someone who can give me advise on working as a freelancer and mortgage. Carl is friendly and approachable to begin with. He answered my questions clearly and told me what I needed to do to achieve what I wanted. He also gave additional suggestions of what else I could do to improve my personal situation, while taking into account my unique personal circumstances."
"I recently contacted Carl about a difficult situation with my UK Pension. I am a UK citizen but now live in New Zealand. Although Carl could not help directly he went out of his way to explain things and clarified the situation for me. He also provided other contacts for me to pursue. Thank you once again Carl for your help. You made it much easier for me to understand what was going on."
"Carl engaged directly with me on a complex pension related matter. His expert assessment and feedback clearly charted a sensible course of action best matched to my financial needs and requirements. Thus far Affluent Financial planning have demonstrated excellent performance in their * High Level Knowledge on pension arrangements and subsequent financial choices.*Client responsiveness * Understanding clients requirements and probable situation management outcomes. Commendable attributes to find in a local Financial Specialist company serving the needs of clients requiring guided advise on an individual basis."
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