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Welcome to Coast Financial

Independent Financial Advisers

Our company philosophy is to offer a holistic approach to financial planning. Building a long-term relationship with our clients, both here in the UK and abroad.

Coast Financial is based on The Barbican in Plymouth. Our personal and corporate clients can depend on a friendly and professional service. Our advice is provided in simple, plain English.

You’ll find a wealth of advice and services, all aimed at improving your financial well-being, and protecting your future.

We are authorised to offer advice in the following areas:

  • Equity release
  • Mortgages
  • Commercial mortgages
  • Development finance
  • Life & critical illness cover
  • Income protection
  • Inheritance tax planning
  • Expat financial advice

We are fully qualified Financial Advisers with experience including Agricultural and Commercial Finance. As an Independent we offer whole of market advice on a fee or commission basis.

Tax advice, some savings, buy to let and commercial mortgages are not regulated by the Financial Conduct Authority.

Remember – it’s your future take control of it!

Want advice in plain & simple English?