Financial Adviser Bristol

As a well established financial adviser in Bristol we provide impartial and professional advice to individual and corporate clients across Bristol and all surrounding areas.

Financial Adviser Bristol – The Lost Coin Financial Planning Ltd

As a well established and experienced financial adviser in Bristol we offer a comprehensive financial planning service for all your pension, investment and protection needs.

Our aim is to provide quality independent financial advice in Bristol, offering fixed fees and monthly payments for those who value ongoing advice.

Retirement Planning

We can help you plan when do you want to retire and asses how much income will you need for the future.

Investments & Savings

Could you be putting money aside each month more productively? We can advise on a plan of action to help you save or invest your money more wisely.


Life Assurance

Make sure your loved ones are protected just in case the worst should happen in the future.

Income Protection

If you suffer an illness or disability make sure you’re protected financially.

Bristol Financial Advice – About Simon Carlin

After 14 years working for the Inland Revenue, large and then medium size accountancy firms I decided to set up The Lost Coin in 2006 and then incorporated this into The Lost Coin Financial Planning Ltd in 2015.

I specialise in providing advice to directors and owners of established small and micro businesses on how to use their pension funds to help their business grow, whilst reducing the amount of tax and national insurance due.

financial adviser Bristol, specialists in all types of financial planning, providing professional financial advice to those in Bristol and surrounding areas. Financial adviser Bristol - Simon Carlin of The Lost Coin, Bristol

Get In Touch Today!

Financial Adviser Bristol – The Lost Coin Financial Planning Ltd

Office Phone: 0117 230 5077 or Email: