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Lifestyle Financial Planning The Affluent Wrap Portfolio Service

Welcome About Us About You Our Services Lifestyle Financial Planning The Affluent Wrap Portfolio Service Resources Community Fund News Join Our Team Client Portal

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OUR SERVICE MAKES HAPPY CLIENTS & WINS AWARDS.

testimonials

London based client wanting to escape corporate life

Carl met our needs extremely well. I have no hesitation in recommending him.

Mr SB, Renfrewshire Company Director considering final salary pension transfer

Carl was professional and forthright in his views with respect to the advice given. It was completely impartial and without any conflict of interest, which was much appreciated.

RA, Mechanical Engineer considering the transfer of a final salary pension

I do not believe that Carl could have done anything else as he addressed all my queries fully. Going forward I would have no issues with using Carl for my financial planning entering retirement.

IS, London Management Consultant planning for early retirement

Carl went into great detail on what our needs and goals were and as such all his advice has been linked directly to our requirements.

JM, Business Owner about to retire

Carl understood immediately my needs, and explained very clearly and concisely recommendations to what to do, simply Carl made it very easy for me to come to decisions.

AM, Consultant Anaesthetist

Good communication. Very knowledgeable and adapts to changing circumstances. Always has time.

JM, retired Business Owners

Working with Carl at Affluent FP has been one of the best decisions we've ever made. His knowledge of matters we've found confusing is extensive and he immediately put us at ease. Fifteen years on, his service still puts a smile on our faces.

JP, retired Hospital Doctor

Gives his advice in a straightforward trustworthy fashion!Puts one at ease- no apparent condescension!Provides opportunities for discussion quite readily and never gives the impression that one is taking up too much time.

JR, Project Engineer

Carl is very knowledgeable and attentive to our needs. He takes time to explain everything fully, and nothing seems too much trouble. He made what is a stressful situation very comfortable, and his advice has proved spot on. I cannot recommend him highly enough.

AW from Glasgow

I have recently had a lifestyle financial forecast which proved very valuable as now I can plan to retire early, and to return to University to study my chosen subject. This financial forecast has therefore given me confidence in giving up my job to become a full-time student with the knowledge that I will be financially independent and do not need to worry about the financial future.

MJ, retired surgeon

Very approachable and takes time to know his clients well and to foster a good interpersonal relationship. Offers prompt response to any specific issues or questions which arise. Annual review is always thorough and comprehensive and takes time to explain proposals and their implications.

JB, Company Director

I have been a client for nearly 20 years, and through that period Carl has provided dependable and sensible advice which has resulted in us making some very good investments and steadily building up our capital. Most importantly Carl is trustworthy and professional with his customer's interests at the heart of is business.

GJ, retired Chartered Surveyor

Carl is a consummate financial advisor, friendly and approachable. He seems to really know his stuff, and will usually respond to email within hours, not days! Nothing seems like too much trouble to him, and I have truly appreciated his help over the years.

Reviews and Ratings for Financial adviser Carl Melvin, Paisley

Affluent Financial Planning Ltd

Main Street,

Bridge of Weir, PA11 3AA,

Scotland

01505 595060 info@affluentfp.co.uk

Hours

Mon 9:00 to 17:00

Tue 9:00 to 17:00

Wed 9:00 to 17:00

Thu 9:00 to 17:00

Fri 9:00 to 17:00

AFFLUENT FINANCIAL PLANNING LTD, 1KIRKINNER PLACE, MAIN STREET, BRIDGE OF WEIR, RENFREWSHIRE PA11 3AA, SCOTLAND

Affluent Financial Planning Ltd is authorised and regulated by The Financial Conduct Authority under reference number 173259 and is registered in Scotland under company registration number SC161571. Registered office is 1 Kirkinner Place, Main Street, Bridge of Weir, Renfrewshire PA11 3AA.

This website is designed for the use of UK clients and others should not rely on its content.

01505 59 50 60

crm@affluentfp.co.uk

Regulatory Notice Terms and Conditions