Take control of your financial future
At Coast Financial, we believe in taking a holistic approach to financial planning and financial services. Our mission is to build long-term relationships with our clients, both in the UK and abroad, providing them with a friendly and professional service that they can rely on. With our office located in the heart of Plymouth, Devon, we are well-positioned to serve clients in Devon, Cornwall, and South Hams.
Our Philosophy
Our company philosophy is simple: we believe in providing our clients with whole market advice and financial services that are tailored to their individual needs. We take the time to understand our clients' goals and objectives, and then work with them to create a bespoke financial plan that is designed to improve their financial well-being and protect their future.
Our Services
As an Independent Financial Adviser, we are authorised to offer independent financial advice in a range of areas, including equity release, mortgages, commercial mortgages, development finance, pensions, savings, life and critical illness cover, income protection, and inheritance tax planning. We also offer financial advice for expats.
Our Expertise
Our team of fully qualified financial advisers has experience in agricultural and commercial finance, and we are authorised and regulated by the Financial Conduct Authority (FCA). We offer whole of market advice on a fee or commission basis, and we are committed to finding the right product for our clients.
Our Approach
At Coast Financial, we believe in taking a transparent and professional approach to financial planning. We offer financial advice in plain and simple English, and we are committed to providing our clients with a friendly and professional service that they can rely on.
Our Commitment
We are committed to helping our clients take control of their financial future. We believe that everyone deserves to have a secure financial future, and we are dedicated to helping our clients achieve their financial goals. Whether you are looking for advice on investments, pensions, or mortgages, we are here to help.
Overview of Reviews
The reviews are mostly positive, with four reviewers giving 5-star ratings and one reviewer giving a 1-star rating.
Excellent Service and Advice
Multiple reviewers praised Martyn's professional, fast, and straightforward service. They appreciated his knowledge and friendly approach, which helped them with life cover, critical illness cover, income protection, mortgage deals, and investment advice.
Long-Term Trust and Recommendation
Some reviewers have been using Martyn's services for years and highly recommend him for all aspects of financial advice. They have benefited from his outstanding advice and professional services over the years.
Lack of Professional Diligence
One reviewer expressed disappointment with the service, citing a lack of professional diligence that resulted in a significant problem.
