Coleman Financial Services Ltd

Independent Financial Adviser 4 Winchester Place, North Street, Dorset, Poole, BH15 1NX
First meeting at adviser's own cost
Response rating
9.3/10
FCA verified
20th August 2018
We can advise you on
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Simon Fisher
Director
adviser-person
John Marlborough
Consultant
adviser-person
Michael O'Sullivan
Independent Financial Adviser
adviser-person
Diana Glasspool
Director
adviser-person
Peter Fairweather APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
adviser-person
Gareth Smith
Consultant
adviser-person
James Lewis
What our clients say
Top marks to Coleman - a very friendly Company!
Mrs B Best, Southampton
I was delighted with the service and advice offered and was more than happy to follow it. I would have no hesitation in recommending your service to family and friends and would like to thank you for your efforts on my behalf.
M Pretty, Poole
I would have no hesitation in recommending your organisation to anyone with financial planning issues to resolve, as you appear to bring a very human touch to what is, to many people, a very complicated aspect of their life.
D Lane, Poole
Where to find us
About us

Coleman Financial Services are a long-established firm of highly qualified independent financial advisers that has extensive technical knowledge and many years' practical experience.

We believe in dealing with you fairly and in an honest, straightforward way. We also believe that your needs are completely unique. So we base our professional financial advice upon a detailed understanding of your distinct requirements. We believe this gives you the best possible chance of achieving your financial and lifestyle goals.

Our services

While we pride ourselves on our expertise, no-one can tell how the future will turn out. Your own personal circumstances will, inevitably, change over time. So we're always keen to develop long-term relationships that allow us to adapt our advice as and when necessary. Through regular communications and reviews, we ensure our strategy always remains appropriate and on target.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0

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