AFS CHARTERED FINANCIAL PLANNERS

AFS CHARTERED FINANCIAL PLANNERS

Updated more than 6 months ago

Short profile:

AFS Chartered Financial Planners are a firm of independent financial advisers based in Glasgow and Edinburgh, but serving clients right across the central belt of Scotland. We are a firm of independent financial advisers based in Glasgow and Edinburgh, but serving clients right across the central belt of Scotland. As Independent Financial Advisers we are free to advise on financial products available from all product providers. We use advanced computer software to research, compare and select the most suitable deals currently available. We are thus able to make arrangements to maximize the benefits to our clients.

Detailed description:

Being independent means that we can offer advice from the whole range of products available, and that we are flexible on how we are paid. AFS have been awarded the prestigious Chartered Financial Planners title, giving you peace of mind that you are dealing with Advisers recognised within the top 1% in the country. We advise on all aspects of personal financial planning, including life cover, investments and savings, pensions and retirement planning, mortgages, and inheritance tax planning. Our clients include individuals as well as small businesses. At each and every stage of our relationship with you, we do all possible to take away your concerns, exceed your expectations and give you guaranteed reassurance and peace of mind in your decisions to use AFS.

At every point, we want you to be 100% satisfied with the value and expertise you receive from our team. We are a business, which has built its long and solid success on providing a personal “hands on” approach. We specialise in creating and protecting your wealth. You will have the advantage of specialist solutions and service rarely found elsewhere, designed to do exactly what you need them to do.

You'll also have our help to decide how much provision you need to make, and the order of priority in dealing with your finances. And of course it will all be sensibly balanced in relation to your current income and your prospects In almost all cases we are able to make arrangements which clients would be unable to make for themselves. All our proposals will be fully explained and costed so that you'll know exactly what and why before you agree to anything.

Keywords:

benefit trusts, death-in-service benefits, long-term disability insurance, private medical insurance, Keyman insurance, shareholder insurance, Edinburgh, Glasgow, Scotland, AFS, AFS Chartered Financial Planners, Independent Financial Adviser, Life assurance, Pensions, Mortgages, Corporate, Tax planning, director benefits, employee benefits

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