AFS Chartered Financial Planners

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. When we meet… The Discovery Meeting is designed to give you the opportunity to discuss your current situation, your future financial goals and your family needs. We are there to listen and provide input and advice to help you make the right decisions. We can confidently guarantee that this meeting will represent valuable use of your time. If, for whatever reason, you don't think you've had value for money, you won't have to pay a penny, guaranteed. Implementing Your Plan…Years of knowledge, weeks of analysis, hours of reading and pages of research are condensed and utilised to give you the most thorough and carefully, expertly considered financial guide. Before your plan is agreed and implemented, you will always know our cost of advice. We don't hide the cost of advice and will work efficiently for your benefit, not ours. We only want you to be 100% happy. Truly Independent Advice…We are 100% independent and work on your behalf at all times. Our entire team continually keep on top of trends, changes and developments in tax, inheritance and investments to give you well-considered, sound advice. For your added confidence, this knowledge and understanding of the industry has resulted in AFS being awarded the prestigious Chartered Financial Planners title, ranking us with the top 5% of all Financial Advisers in the UK. We want you to be 100% happy dealing with AFS and guarantee… To listen to you in depth and understand your needs, goals and individual concerns We'll give you uncomplicated, sensible and unambiguous advice To NEVER advise you on any product other than the one most beneficial to you That we are not influenced by any other organisation and look at all appropriate options for you We offer a range of methods you can pay for our service: including by Fees for Investment & Pension advice, which you may opt to be collected through product (Adviser Charging); Fees or Commission for insurance based products – You choose We'll always tell you the cost of our services before you make any decision to move forward We do not provide mortgage advice, we may refer you to a mortgage adviser - AFS will not charge you for this. AFS Wealth Management Service The AFS Wealth Management Service offers you the ability to put all your existing financial plans and contracts in order, ensuring they meet your objectives and simplifying the paperwork and reporting. The AFS Wealth Management Service combines the knowledge and experience of AFS and the services and resources of specialist financial services organisations around the world. You can hold all your savings, investments and pensions on one Platform, including Bank Accounts, ISA’s, Bonds, Collective Investment Funds and Pensions. In partnership with leading investment management organisations and using forefront industry technology you will benefit from a wider range of choices and expertise normally only accessible by extremely wealthy individual investors or for institutional groups. Focused Financial Planning Focused Financial Planning allows you to concentrate on one, or a few, key objectives or needs. This may be getting more from your savings, protecting your wealth for you and your family, planning for retirement or buying a new home. Our Focused service is designed especially for you to simply benefit from independent, unbiased advice about a particular aspect of your financial life. If you have existing plans they will be thoroughly reviewed using our Red, Amber, and Green Traffic Light Analysis. We will let you know what you need to do with these before agreeing what your next step should be. We will fully research the market and offer you truly independent solutions to your needs. In the future you may want to review your plans more regularly and progress onto the AFS Wealth Management Service …

Address: 21 Westminster Terrace, Glasgow G3 7RU, United Kingdom

Phone: +44 141 221 1843
FAX: +44 141 204 3060