3 Best Financial Services in North Lanarkshire

“Kevin Healy-True Potential Wealth Management aims to revolutionise the way wealth management is delivered. Kevin Healy is the financial planner. Whether you’re aiming to pay off your mortgage, cover university fees or grow your money, their Portfolios use a pioneering approach known as Advanced Diversification to find growth opportunities that others can’t replicate. True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority. Their clients can check their investments 24/7 and top up anytime with impulseSave. They believe that using award-winning technology to provide financial services empowers financial advisers and their clients to take control of their futures. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.”

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“Bird Stewart Financial Services Ltd offers tailored solutions to all their client's needs. Niall Stewart is the founder and director of Bird Stewart Financial Services Ltd. They have always prided themselves on providing quality and personal service for their customers. So whether you are looking at investment options or want to discuss re-mortgaging your property, their financial team is just a phone call away and more than happy to answer any questions. He has been working in financial services for over thirty years. He deals with both corporate and personal clients. He prides himself on providing high-quality financial advice to his clients. They aim to provide independent financial advice and services. They continue to grow and run their day-to-day business with the same ethos of offering clear and practical financial advice consistent with positive client outcomes.”

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“Affinity Financial Planning Ltd has over 20 years of experience in the financial service industry. Adie Meehan is the director of this firm. They work with businesses and individuals throughout Central Scotland. At Affinity, they work with clients at varying stages of their lives, whether just starting in the workplace, buying their first home, upsizing or downsizing, protecting their family or at the point of retirement. They create value for clients by giving holistic financial planning on pensions, investments, insurance and mortgages. They work together to identify your goals, objectives, aspirations, and financial situation. Here you can get first-class face-to-face meetings.”

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