Coast Financial, helping you fix your finances.
Coast Financial, helping you fix your finances.
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Our company philosophy is to offer a holistic approach to financial planning and financial services. We build a long-term relationship with our clients, both here in the UK and abroad.

Coast Financial is based on College Avenue in Mannamead, Plymouth, Devon, in the heart of the South West. Our personal and corporate clients can depend on a friendly and professional service. We offer financial advice in simple, plain English.

You’ll find a wealth of whole market advice and financial services, from life insurance, investment advice to mortgage advice. All aimed at improving your financial well-being and protecting your future.

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We are authorised to offer independent Financial Advice in the following areas:

  • Equity release
  • Mortgages
  • Commercial mortgages
  • Development finance
  • Pensions
  • Savings
  • Life & critical illness cover
  • Income protection
  • Inheritance tax planning
  • Financial advice for expats

Fully Qualified Financial Adviser

We are fully qualified, with experience including Agricultural and Commercial Finance. As an Independent Financial Adviser, we offer whole of market advice on a fee or commission basis. You can rest assured we will find the right product for you.

Please note, tax advice, some savings, buy to let and commercial mortgages are not regulated by the Financial Conduct Authority (FCA).

Remember – it’s your future; take control of it. Contact us for a bespoke financial plan now!

Want financial advice in plain & simple English?