East Coast Financial Services

Independent Financial Adviser 54 Craigleith Avenue, East Lothian, North Berwick, EH39 4EL

15th October 2018

East Coast Financial Services utilise holistic wealth planning models to enhance our clients Financial Wealth.

We can advise you on

Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Mortgages
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

Hugh Docherty DipPFS, Certs CII (MP & ER)

Financial Adviser

Where to find us

54 Craigleith Avenue, East Lothian, North Berwick, EH39 4EL

About us

East Coast Financial Services was initially established in 1999 and have traded from Musselburgh, Edinburgh and now North Berwick. We specialise in Retirement Planning, Tax Efficient Wealth Creation, and Equity release for over 55's.

Our services

East Coast Financial Services have built up a loyal and contented client bank over the years. Whether we have helped clients with retirement planning, securing a mortgage, or enhancing their wealth in a tax efficient manner, they have generally referred family and friends to us, which tells us that they have been happy with the outcome of any dealings with us.

Compliance

East Coast Financial Services is a trading style of pi financial Ltd, Chartered Financial Planners, which is authorised and regulated by the Financial Conduct Authority. Registered Office: Morfe House, Belle Vue Road, Shrewsbury, Shropshire, SY3 7LU. Registered in England Reg No 3556277

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Mortgages
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care

Advice methods

Face to face
Online (Live chat, video, email)
Telephone

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Compliance

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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