Coates & Co Financial Planning Ltd

Independent Financial Adviser 178 Carmel Road North, Darlington, County Durham, DL3 8RH
FCA verified
15th October 2018
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
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Bad credit
    • Buy to let
    • First time buyers
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
    • Long term care
Meet our advisers
adviser-person
Andrew Coates DipPFS
Director
Where to find us

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

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.

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

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