Coleman Financial Services Ltd

Independent Financial Adviser Coleman Financial Services, Tourism House, Pynes Hill, Devon, Exeter, EX2 5WS
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
13th August 2018
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • 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
    • Wealth management
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Long term care
    • 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
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • 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
Meet our advisers
adviser-person
John Halliday
Independent Financial Consultant
adviser-person
David Liggins
Independent Financial Adviser
What our clients say
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
Top marks to Coleman - a very friendly Company!
Mrs B Best, Southampton
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)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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