Based in Troon, Ayrshire, Affinity is an independently owned, financial planning practice. We specialise in the provision of comprehensive financial life planning services to a select number of private clients and their families.
We believe there is more to life than your wealth – it’s what you can do with it that really counts.
Our approach is broader than that of a traditional financial adviser. We help you make decisions about your future; gently challenge your thinking, establish what is most important to you and then create a financial life plan that brings all this together.
You’re likely to be serious about understanding what is and what’s not possible with your wealth. Understanding what your wealth can do for you allows for easier decision making, peace of mind and freedom of choice. We work collaboratively to simplify and bring structure to finances, and to grow and protect your wealth.
In addition to the above, our ongoing service ensures that you know that you and your family’s wealth is in safe hands, being continually reviewed by a professional adviser team.
Plan for tomorrow, live for today.