Coast Financial

Financial Advisor in Plymouth, Devon · More financial advisors in Plymouth PL1 2NA

2 reviews

Get a quote Call 01752 666165

About the Business

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 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.

Services covered

Investment Advice Retirement Planning Tax Planning Wealth Management Estate Planning Insurance Advice Mortgage Advice Debt Management Corporate Financial Planning Savings Plans

Business Services

Investments

All investments carry some risk but we can learn more about the particular risks and rewards of different investment funds by looking at their sector and assets in more detail. All types of shares have different characteristics and these characteristics are complex. Hence there are fund managers within the industry to assess and measure these features and make investment decisions based on their knowledge and market experience.

Savings

Why are we encouraged to keep savings? From childhood, most of us are told to put away money to save for the future – perhaps for something special? Or perhaps 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, our aims are broadly the same; to provide for our future needs, and to protect ourselves against unexpected causes of expenditure.

Reviews

Bulent Sackiran
04 Sep, 2019

Plymouth, Devon

Martyn Burgess is the owner of this company. He is the very same guy who was the partner of Leech & Burgess who is now in liquidation owing nearly a million pounds to clients who were mis-sold toxic products. I am surprised he is allowed to set back up again like this but beware everyone!

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Bulent Sackiran
04 Sep, 2019

Plymouth, Devon

Martyn Burgess is the owner of this company . He is the very same guy who was the partner of Leech & Burgess who is now in liquidation owing nearly a million pounds to clients who were mis-sold toxic products. I am surprised he is allowed to set back up again like this but beware everyone!!!!!!!

report as inappropriate