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Affluent Financial Planning Ltd

  2. Renfrewshire Finance

Reviews, get directions and contact details for Affluent Financial Planning Ltd

"Multi award winning financial planning company, specialising in financial advice & planning for affluent retirees and successful business owners and company executives"
Address: 1 Kirkinner Place, Bridge of Weir, Renfrewshire PA11 3AA, UK
Phone: 0871 702 9490
State: Renfrewshire
Zip Code: PA11 3AA

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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 had a free consultation with Carl Melvin who was extremely helpful with his advice, which was completely unbiased, and will help me to decide how best to go forward with my financial affairs. I would highly recommend Carl who explained somewhat difficult scenarios simply.
Very helpful & professional, I wouldn't hesitate to recommend Carl & his team.
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