Coates & Co Financial Planning Ltd
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
-
Mortgages
- Bad credit
- Buy to let
- First time buyers
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self employed
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
-
Tax & trust planning
- Estate planning
-
Long term care
- Long term care
178 Carmel Road North, Darlington, County Durham, DL3 8RH
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.
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.
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