We have clients all over the UK, originating from our office base of Hornsea on the East Coast of Yorkshire and stretching as far as Liverpool, Southampton and Aberdeen, hence the title Coast to Coast Financial Services.
We pride ourselves on giving holistic financial planning advice to both personal and corporate clients.
Our mission statement is “to deliver tailored, professional financial advice and exceptional customer service in mortgages, personal protection, wealth management and financial planning”
We specialise in the following areas:
-Pension switches & Consolidation
-Retirement Planning
-Inheritance Tax & Estate Planning
-Tax Efficient Savings & Investments
-Personal & Business Protection
-Mortgages
-General Insurances
Your home may be repossessed if you do not keep up repayments on your mortgage.
Coast to Coast Financial Services Limited is an appointed representative of the Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. Coast to Coast Financial Services Limited is registered in England. Registered number 10278612
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