The Lost Coin Financial Planning Ltd Financial Advisers In Bristol, Gloucestershire

3 Reviews

The Lost Coin Financial Planning Ltd

Tel: 01172305077

5 Loveridge Court
Frampton Cotterell
BS36 2NX


Opening Times
9:00 - 17:30
9:00 - 17:30
9:00 - 17:30
9:00 - 17:30
9:00 - 17:30

The Lost Coin Financial Planning Ltd Video

About The Lost Coin Financial Planning Ltd

Here at The Lost Coin Financial Planning Ltd, we are financial planning specialists and estate planning experts who offer retirement planning services, estate planning services, financial planning services, family protection plans, business protectio

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The Lost Coin Financial Planning Ltd Reviews

Expert advice

I have known Simon Carlin via the last company I worked for before retiring where he came in and set up our company pension scheme and then later when due to government changes in workers pensions Simon came and explained in great detail the best way forward which resulted in changing to the people's pension. When I retired recently I had no hesitation to contact Simon who easily sorted out both of my company pensions into the best available annuities for myself in my retirement, I would have no hesitation in recommending Simon to anybody needing expert advice

Highly Satisfied

Having been a member for 7 years I have always been highly satisfied with the professional service I have had. Whenever I need help it has always been offered promptly. I have found the The Lost Coin to be efficient and reliable and have especially appreciated the friendly manner which has given me confidence to ask questions. I would recommend it highly.

Thank you.

I had messy and poor performing pension arrangements. Simon Carlin took the time to understand what I had and what I needed/wanted, and then proposed a few alternatives along with easily understood advice on each product so that I could make an informed decision. He then implemented my choice which has gone on to perform very well.

Thank you very much Simon.