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. 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).
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. 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).
Services
Why are we encouraged to keep savings?
From childhood most of us are told to put away money to save for the future - Of course this all depends on your personal circumstances, for something special perhaps, or retirement planning?
Or maybe to be sure that when we really need something we have the funds to acquire it, without taking on debt?
Whether you place your money in a piggy bank, or in a multinational investment house, as a Savings Adviser, our aims are broadly the same; to provide for our future needs, and to protect ourselves against unexpected causes of expenditure.
From childhood most of us are told to put away money to save for the future - Of course this all depends on your personal circumstances, for something special perhaps, or retirement planning?
Or maybe to be sure that when we really need something we have the funds to acquire it, without taking on debt?
Whether you place your money in a piggy bank, or in a multinational investment house, as a Savings Adviser, our aims are broadly the same; to provide for our future needs, and to protect ourselves against unexpected causes of expenditure.
Expert Investment advice is always going to help manage those risks as best as possible with the right investment decisions.
We offer an expert advisory service and tailored advice, based on our clients specific needs.
Our top Investment Managers can meet with you first, to understand your financial situation in full and your investment objectives.
Your adviser will recommend an investment portfolio to suit your needs and can provide ongoing advice on investment strategy and all your investment decisions.
We offer an expert advisory service and tailored advice, based on our clients specific needs.
Our top Investment Managers can meet with you first, to understand your financial situation in full and your investment objectives.
Your adviser will recommend an investment portfolio to suit your needs and can provide ongoing advice on investment strategy and all your investment decisions.
Using an independent mortgage broker (also known as independent mortgage advisers) gives you tailored, expert mortgage advice, for the maximum chance of finding the best mortgage deal for your needs.
We would love to provide our expert advice as your mortgage broker.
Please feel free to contact us for further information.
Buying a property can be a stressful and time consuming experience, although nowadays the financing of a mortgage is a case of finding and selecting the most suitable deal on the mortgage market, rather than simply accepting a lender's offer.
We would love to provide our expert advice as your mortgage broker.
Please feel free to contact us for further information.
Buying a property can be a stressful and time consuming experience, although nowadays the financing of a mortgage is a case of finding and selecting the most suitable deal on the mortgage market, rather than simply accepting a lender's offer.
If you took out a mortgage to buy your home before 2014 and are now finding it hard to switch to a better deal, even if you're up to date with your payments, this might be because of new affordability rules introduced by the FCA.
Affordability tests or assessments look at your income and expenses to determine if you can afford the mortgage repayments.
Since 2014, these have been made much stricter, which means while you might have passed the affordability test when you first got the mortgage, you might not now.
Affordability tests or assessments look at your income and expenses to determine if you can afford the mortgage repayments.
Since 2014, these have been made much stricter, which means while you might have passed the affordability test when you first got the mortgage, you might not now.
If you're retired and living on your pension you may be considering Equity Release as a way of getting cash from the value of your home.
If you own your own home and are 55 or over, you may be thinking about equity release because it could provide you with a lump-sum, additional income or maybe both.
Perhaps this is because your pension income isn't simply enough on its own?
See how much you can borrow.
For a guide to the maximum amount you could potentially release from your home, why not ask us now?
If you own your own home and are 55 or over, you may be thinking about equity release because it could provide you with a lump-sum, additional income or maybe both.
Perhaps this is because your pension income isn't simply enough on its own?
See how much you can borrow.
For a guide to the maximum amount you could potentially release from your home, why not ask us now?
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