The Lost Coin Financial Planning Ltd - Financial Advisor Bristol 5 Loveridge Court, Frampton Cotterell, Bristol BS36 2NX
About the Business
Welcome to The Lost Coin Financial Planning Ltd – your trusted financial advisor in Bristol!
Our experienced team of financial planners and accountants is dedicated to helping individuals and businesses achieve their financial goals. We understand that managing your finances can be a daunting task, which is why we provide tailored financial solutions to each of our clients.
Located in the heart of Bristol, we are easily accessible and conveniently located at 5 Loveridge Court, Frampton Cotterell. Our establishment is committed to providing exceptional service to all of our clients, ensuring that each person who walks through our doors receives personalized attention and guidance.
At The Lost Coin Financial Planning Ltd, we specialize in providing comprehensive financial planning services, ranging from retirement planning, investment management, tax planning, and estate planning. Our financial advisors are knowledgeable and are always up to date with the latest trends and regulations in the finance industry, ensuring that our advice is relevant and valuable.
As a point of interest, we believe in building long-lasting relationships with our clients. This means that we take the time to understand your financial situation, goals, and risk tolerance before providing you with any advice. We also offer ongoing support to ensure that your financial plan remains relevant and suitable as your life changes.
In summary, if you're looking for a reliable and trustworthy financial advisor in Bristol, The Lost Coin Financial Planning Ltd is your go-to institution. Visit us today at our establishment and let us help you navigate through the complex world of finance!
Photos
Location & Phone number
5 Loveridge Ct, Frampton Cotterell, Bristol BS36 2NX, United Kingdom
Hours open
Monday:
09:30 - 18:00
Tuesday:
09:30 - 18:00
Wednesday:
09:30 - 18:00
Thursday:
09:30 - 18:00
Friday:
09:30 - 18:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Simon at The Lost Coin Financial Planning has been excellent throughout. I have used Simon for my financial advice spanning 10 years and on each occasion, he has proven to be accurate, proficient, timely, personable and professional throughout. I would not hesitate to recommend him and his services."
"Very informative and helpful meeting with Simon from lost coin"
"Simon is the consumate professional, in a world not so well known for this level of quality advice and service. He ahs advised me over a period of 15 years, and recently we made some big changes to the way I manage my pension. As always, Simon listened carefully to the final outcome I wanted to achieve, did a detailed analysis and offered several alternative options. With further dialogue and mre calculations, we agreed the atsks and sequence. he essentially project managed the entire series of activities, interfacing with multiple parties that all contributed to the new set up. He has been proactive, professional, highly reliable, and gives excellent, tailored, qualified advice. He also behaves like a thoroughly decent human being, being and remaining interested in how my life's goals and ongoing financial arrangements marry up."
"Simon Carlin had "worked wonders" on a relative's pension pot so came to me "highly recommended". From day one I have felt at ease with Simon. We discussed several investment options considering my age, circumstances, risk tolerance, etc. He explained, advised and answered my questions with infinite patience and knowledge. He quickly gained my trust and confidence and now I highly recommend Simon myself. Thank you Simon!"
"I had messy and poor performing pension arrangements. Simon Carlin took the time to understand what I had and what I needed/wanted, and then proposed a few alternatives along with easily understood advice on each product so that I could make an informed decision. He then implemented my choice which has gone on to perform very well. Thank you very much Simon."
List of local businesses, places and services in Bristol
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos