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.
Arthur - Aberdeenshire
I have been a client of Advanced Financial Planning for over 20 years. I have complete confidence in the team headed up by Jim Smith. Advice is completely focused on the clients best financial interests.
Richard - Aberdeen
I have always found Advanced Financial Planning to be very professional, always keeping in touch with their clients and the staff are all very knowledgeable, friendly and very easy to deal with. I have recommended a few friends to AFP and they too are more than happy with their services that are on offer.
Cathy and Richard - Westhill
"We have been clients of Advanced Financial Planning Scotland Limited for over twenty years. During that time we have worked with Jim Smith on financial planning and investments that have evolved as our needs changed to retirement planning and pension provisions. We have always received sound advice and appreciate the personal service provided."
D Hutchison - Aberdeen
"I have used AFP for well over twenty years and their in depth knowledge and professionalism has proved invaluable to my financial well being. I have recommended them to family and various colleagues who have similarly benefited."
Mike - Aberdeen
"When seeking financial guidance after my retirement, I was delighted to have found the experienced and trustworthy leadership provided by AFP. Anxieties about money matters were rapidly resolved as I was guided towards excellent solutions on wealth management, family
protection advice and inheritance planning. Altogether this, and the continued support offered, has given our family much greater confidence in the future. Responses to ongoing financial/investment queries are always dealt with in a prompt and sympathetic manner. Indeed, over the years, members of AFP have become genuine family friends to whom we can turn for advice."
Kath - Elgin
"My husband and I have been with AFP for approximately 30 years during which time we have obviously had continuity with both our advisor Jim Smith and his very efficient administrative staff. During this time our financial needs have changed from having to provide for a young family, see them through university and now into retirement. Jim's advice has reflected and catered for these needs in a way that has been seamless for us, any queries promptly answered, anything we have not fully understood, explained. Our experience with AFP has been nothing but positive."
JR - Stirling
"I have had the good fortune to be looked after by Jim Smith for 25 years or so. I have always found him very knowledgeable, helpful and a pleasure to deal with. I can't recommend him and his
financial practice too highly.”
G & Y Craig - Glasgow
"We have been working with AFP for over 20 years
and have always found them to be totally knowledgeable, professional and extremely helpful. "
Advanced Financial Planning is the trading name of Advanced Financial Planning Scotland Limited
Advanced Financial Planning Scotland Limited is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.
You can check by visiting the FCA’s website www.fca.org.uk or by contacting the FCA on 0800 111 6768.
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