Financial Planning

Financial Investments - Coast Financial UK

It certainly feels reassuring when you have a financial plan in place for your future. Planning to make the most out of your money and to be prepared for unforeseen circumstances. As Financial Planners we can plan ahead appropriately, with long term experience advising in personal finances and business / corporate planning. Financial planners are highly qualified experts in the field. When considering to work with a financial planner, it’s very important to know your aspirations and financial goals. If you are unsure of these we can certainly help to highlight these and make the process much simpler.

If you are looking for advice for estate planning, inheritance tax, tax planning, investments and the income they produce, or any other financial affairs please contact us on 01752 666165 today.

Is it time for a financial review?

Personal Finances and Planning

Ask yourself these questions…

Protection Planning – How would you and your dependants manage financially if something happened to you? When was the last time you reviewed the levels of cover you have in place?
Mortgages – Are you paying too much? Could you reduce your payments or reduce the term saving £££ in interest?
Inheritance Tax Mitigation – we pay enough tax whilst we are working, do you want your estate to pay more?
Equity Release and Funding Long term Care – do you know the pitfalls?

If you don’t know the answers to these questions – it’s time for a review and some expert financial advice.

Call us on 01752 666165 today.

Business/Corporate Financial Planning

If you run a business or are a new business, ask yourself these questions…

Do you offer a pension scheme to your staff? Who do you have running the scheme? Does the scheme have additional benefits to your staff?
Retirement Planning – Are you on target to achieve your Retirement Goal? Do you know how much you can contribute? Or what income will you have in retirement?
Protection Planning – How would your business and dependants cope financially if something happened to you? How would you manage if you lost a key member of staff to illness or injury.
Did you know that you can have life cover which is tax deductible?

If you don’t know the answers to the questions – it’s time for a review.

Call us on 01752 666165 today.

Our philosophy

Our philosophy is to provide a high value service by:

Providing the best possible service and advice, with access to the whole market.
Aiming to continually manage and help our clients’ expectations. Making the time to really listen to the needs of our clients.
Suggesting ideas to improve your financial wellbeing and give you peace of mind.
Providing professional expertise in order to proactively identify opportunities and provide solutions to your financial planning.
Annual finance reviews – If required.
Ongoing monitoring of pensions and investments.
Diarised mortgage reviews.
Secure online client access via our website

Call us on 01752 666165 today. We would love you be your Financial Adviser.

Want advice in plain & simple English?

Business/Corporate Financial Planning

If you run a business, ask yourself these questions…

Do you offer a pension scheme to your staff? Who do you have running the scheme? Does the scheme have additional benefits to your staff?
Retirement Planning – Are you on target to achieve your Retirement Goal? Do you know how much you can contribute? Or what income will you have in retirement?
Protection Planning – How would your business and dependants cope financially if something happened to you? How would you manage if you lost a key member of staff to illness or injury.
Did you know that you can have life cover which is tax deductible?

If you don’t know the answers to the questions – it’s time for a review.

Call us on 01752 666165 today.