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.
Get In Touch Today!
Financial Adviser Bristol – The Lost Coin Financial Planning Ltd
Office Phone: 0117 230 5077 or Email: info@thelostcoin.co.uk