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.