November 2023 by Pauline Thompson
An extremely helpful conversation. Took time to listen and discuss my situation. Thankyou
August 2023 by Dorota Rios
Great advice from a knowledgeable specialist. Carl understood my personal circumstances and tailored his advice accordingly. He explained everything in a detailed, yet concised way.
January 2023 by Emma Marangoni
We are a young couple looking to begin planning our financial future a bit more seriously, so we sought out Carl's advice on this. Carl provided guidance on the best next steps for our aspirations and gave us perspective on why these decisions might be good for us. Alongside this Carl helped us by giving us an overview of the benefits of types of savings and investments and advice on how to use this information for ourselves. We now have an overview of our affairs with the perspective and tools to move forward with planning for our financial future. We would recommend Carl to anyone looking for financial advice! Thanks again Carl!
January 2023 by Cameron McFarlane
I had an initial consultation with Affluent Financial Planning in which Carl provided a great amount of information in terms of lifestyle &retirement planning. Carl is obviously very knowledgeable on the subject and was clear and concise in summarising the steps needed to take in the future.I would recommend Affluent Financial Planning to anyone looking for some help and advice for their finances.
January 2023 by Caline Koh-Tan
I walked into their office in the Bridge of Weir and pretty much received a phone call to deal with my enquiries the following day. I was looking for someone who can give me advise on working as a freelancer and mortgage. Carl is friendly and approachable to begin with. He answered my questions clearly and told me what I needed to do to achieve what I wanted. He also gave additional suggestions of what else I could do to improve my personal situation, while taking into account my unique personal circumstances.
January 2023 by Julie Lambert
I had a free consultation with Carl Melvin who was extremely helpful with his advice, which was completely unbiased, and will help me to decide how best to go forward with my financial affairs. I would highly recommend Carl who explained somewhat difficult scenarios simply.
January 2023 by Ian Wylie
Very helpful & professional, I wouldn't hesitate to recommend Carl & his team.
January 2022 by John Collins
Carl engaged directly with me on a complex pension related matter. His expert assessment and feedback clearly charted a sensible course of action best matched to my financial needs and requirements.Thus far Affluent Financial planning have demonstrated excellent performance in their * High Level Knowledge on pension arrangements and subsequent financial choices.*Client responsiveness * Understanding clients requirements and probable situation management outcomes.Commendable attributes to find in a local Financial Specialist company serving the needs of clients requiring guided advise on an individual basis.
January 2022 by Irene Brown
I recently contacted Carl about a difficult situation with my UK Pension.I am a UK citizen but now live in New Zealand.Although Carl could not help directly he went out of his way to explain things and clarified the situation for me. He also provided other contacts for me to pursue.Thank you once again Carl for your help. You made it much easier for me to understand what was going on.
January 2022 by Stewart Little
I contacted Carl to discuss the fine detail around IHT. He listened to my questions then gave me sound understandable guidance and advice which I am about to follow.
