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  11. Coates & Co Financial Planning Ltd

Coates & Co Financial Planning Ltd

Independent Financial Adviser  178 Carmel Road North, Darlington, County Durham, DL3 8RH
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FCA authorised
Last authorised 20th September 2021
We work on a fee basis for all advice areas and will discuss this with you at our first appointment.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Buy my next home
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Buy to let
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Buying first home
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Long term care
Meet our advisers
MR Andrew Coates DipPFS
Director
About us

We are a firm of Independent Financial Advisers based in Darlington, County Durham and have been advising our clients on their financial needs for over 20 years. We specialise in Investments & Pensions.

Our services

We aim to build long term relationships with clients, by providing a personal and friendly face to face service which is tailored to your needs. It is testament to our service that a large number of our new clients are from existing client’s personal recommendations.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

178 Carmel Road North, Darlington, County Durham, DL3 8RH

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