About Advanced Financial Planning

Advanced Financial Planning is a practice of financial advisers who offer a comprehensive financial planning service. Whether you are buying your first house and are looking for the right mortgage deal with life insurance; starting a family and thinking about saving for your children’s future; trying to navigate the complicated world of pensions to get the most suitable provision for your own future; or making your existing investments and pensions work hard for you in your retirement, Advanced Financial Planning has the people and expertise to help you out.

We believe high-quality advice and the best service is your right as our client, so if you want to discuss your needs and objectives with us, contact us and make an appointment to see an adviser today.

What particularly identifies AFP as a leading Financial Services practice is everyone connected with us (advisers, staff and professional connections) are expected to be driven by our Core Values.

DEDICATION TO CLIENT RIGHT OUTCOMES

This results from;

  • Benevolence
  • Expertise
  • Service
  • Integrity
  • Cost effective/value for money

What are the costs involved?

Not all firms charge for advice in the same way. We will discuss your payment options with you and answer any questions you have. We will not charge you anything until you have agreed how we are to be paid. In the majority of cases, the initial meeting and discussion is at our cost.

The next step is to agree the scope of work and to give you a quotation for the time and cost involved.

Who regulates us?

Advanced Financial Planning is the trading name of Advanced Financial Planning Scotland Limited which is an appointed representative of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. Openwork Ltd FCA Registration number is 408285. You can check this by visiting the FCA’s website www.fca.org.uk or by contacting the FCA on 0800 111 6768.

Company Information

  • Advanced Financial Planning was established in 2006 and encompasses the Jim Smith Financial Practice which originally commenced in 1986.
  • Advanced Financial Planning is part of the national network of multi-tied advisers called Openwork. We believe that the multi-tied approach to financial advice offers clients the best of the two traditional worlds of advice, the Independent Financial Adviser and the Tied Agent. We feel that it is impossible for any single adviser to know all the details of every product, plan or policy provided by every insurance company, pension provider and investment manager in the UK. Our approach, and that of Openwork, is instead to select some of the biggest names in the UK, selected because of their ability to deliver adaptable products and high-quality service. The collective bargaining power of the network allows each adviser to access dedicated support from these product providers, which in turn, improves the service our clients can expect to receive.

YOUR HOME/PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.