1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. North East
  6. breadcrumb-arrow
  7. Durham
  8. breadcrumb-arrow
  9. Darlington
  10. breadcrumb-arrow
  11. Coates & Co Financial Planning Ltd

Coates & Co Financial Planning Ltd

Independent Financial Adviser  178 Carmel Road North, Darlington, County Durham, DL3 8RH
check
FCA authorised
Last authorised 7th June 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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Buy my next home
check
Buy to let
check
Buying first home
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Estate planning
check
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
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

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

Similar advisers near you

Acumen Investment and Pension Solutions
Independent Financial Adviser 0.43 mi
We are totally independent, which means we are not tied or restricted to use any particular provider or product.
 
See profile
AFH Wealth Management LTD
Independent Financial Adviser 0.71 mi
Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years experience.
 
See profile
Fairstone Financial Management Ltd
Independent Financial Adviser 0.97 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
See profile
Retirement Solutions (UK) Ltd
Restricted - whole of market 1.15 mi
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
 
See profile