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About Us

OUR COMMITMENT GUARANTEE

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 1% 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
  • You can pay for our service by Fees or Commission or a combination – You choose
  • We'll always tell you the cost of our services before you make any decision to move forward

Meet the team

Who we are

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

AFS Chartered Financial Planners is a trading name of Accountants Financial Services (Scotland) Limited which is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 147176

Registered in Scotland, No. 181750 Registered Office: Buchanan Court, 132 Calton Road, Edinburgh, EH8 8JQ

AFS Chartered Financial Planners, Accountants Financial Services Ltd, Financial Services, IFA, Independent Financial Adviser, financial planning, financial advice, investment advice, taxation advice, health insurance, corporate advice, Edinburgh, EH8, Glasgow, G3, Scotland, UK