Welcome

Welcome to the website of AFS Chartered Financial Planners.  We are a firm of independent financial advisers based in Glasgow and Edinburgh, but serving clients right across the central belt of Scotland.

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.

Your home may be repossessed if you do not keep up repayments on your mortgage.

All our advisers are fully qualified, and some of us hold specialist qualifications for advising on pension or tax matters. 

Find out more about us through our site:

• find out what makes us different;
• find out in which areas of advice we specialise;
• read up on our history, our working methods, our remuneration basis;
• find out about our staff;
• read up on various aspects of life assurance, pensions, investments, health insurance, mortgages, corporate matters and taxation;
• check through the various stages of life for relevant financial considerations;
• read current news reports;
• complete an enquiry form to register for our services and take the first step towards an exploratory meeting;
• contact us if you would like to talk to us.

Just click on any of the above items, or on any of the tabs at the top, to access these sections.