How we work with you
We offer clients a financial planning service that combines an unmatched experience in financial and investment planning with a broader life-goal focus.
· Identify your goals
· Analyse and evaluate
· Present the plan
· Implement the strategy
· Review the progress with you
· Establish a long-term relationship
Lifestyle financial planning is the co-ordination of your financial assets to help you achieve your goals in life, and to make sure that there will always be enough money to maintain your lifestyle, however long you live.
Our objective and dynamic approach allows us to seek out the best investment solutions as well as being open to new opportunities.
AFP at a glance
Affluent Financial Planning is a privately owned boutique advisory firm providing specialist financial services to individuals and families throughout Scotland.
Our service starts by listening to you and preparing a clear plan that will help you achieve your goals and give you peace of mind. We take the time to get to know you and your overall situation.
AFP creates hand-tailored solutions for each client, accommodating their unique requirements as the highest priority.
Our Services
Lifestyle Financial Planning
At the heart of lifestyle financial planning is the view that your money should support you to “achieve and maintain your desired lifestyle at the earliest opportunity”.
The Affluent Wrap Portfolio Service
You may own a mixed bag of financial products, would be better if you could have your financial arrangements in one place so that you can see the “big picture” of your finances?
It's not just about your financial goals
Most of us seek a balance in life. You may be building wealth for the future or you may want to protect and enjoy the wealth that you have created. But it’s also all about enjoying life now. An overarching goal for most clients is to achieve financial independence to do the things they want, and when it suits them.
Regardless of what stage of life you are at we listen, and offer unbiased advice to help you identify your lifestyle priorities and develop a clear vision for your future. This advice is encapsulated in a financial plan that we create for you. Your journey is much easier with a good roadmap. Your plan outlines clear strategies to achieve your goals.
How much money do I need to achieve my goals?
When can I afford to stop working?
How much can I give away to my children and still maintain my lifestyle?
How much investment risk should I take to achieve my goals?
AFP Monthly Blog
News
The Government have imposed new rules on property investors. An additional 3% stamp duty, removal of the wear and tear allowance, restrictions on offsetting mortgage interest against your income tax on profits, all result in property