Affluent FP
Affluent FP is an Independent Financial Adviser practice that specializes in holistic financial planning and wealth management for affluent individuals and trustees. The firm provides financial solutions to help clients achieve and maintain their desired lifestyle.
- Tax & Trust Planning
- Pension Review Service
- Expat Financial Planning
- Lifestyle Financial Planning
- The Affluent Wrap Portfolio Service
Locations
Digital Popularity
Social Media
Available on
Competitors
Brierie Financial Planning is a family-run independent financial advice firm based in Houston, Renfrewshire, specialising in providing financial advice for individuals, families, and businesses across Scotland.
Company Details
Affluent FP is operated by Affluent Financial Planning Ltd and is a Active company incorporated on 14 November 1995 with the registered office located in Bridge of Weir, Renfrewshire. Affluent Financial Planning Ltd was registered 29 years ago.
Status
Active
Size
Micro
Directors
3
Age
29 years old
Employees
7
Turnover
Unreported
Total Assets
£364.53K
Cash in Bank
Unreported
Total Liabilities
-£270.12K
Teams
4
3
2
Managing Director
Client Services Manager
Chartered Financial Planner • Joined May 2024
Trainee Paraplanner • Joined Jul 2023
Managing Director
Client Services Manager
Chartered Financial Planner • Joined May 2024
Chartered Financial Planner • Joined May 2024
Trainee Paraplanner • Joined Jul 2023