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

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The Lost Coin Financial Planning Ltd

Tel: 01172305077


5 Loveridge Court
Frampton Cotterell
Bristol
Gloucestershire
BS36 2NX

Information

Opening Times
Monday
9:00 - 17:30
Tuesday
9:00 - 17:30
Wednesday
9:00 - 17:30
Thursday
9:00 - 17:30
Friday
9:00 - 17:30

Map of The Lost Coin Financial Planning Ltd

Localised map of The Lost Coin Financial Planning Ltd

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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 protection plans, tax assistance, investment advice and tax planning services to clients throughout Bristol and the surrounding areas of Gloucestershire. If you would like to know more information on the services that we provide, please don’t hesitate to get in touch with our experienced team today. We’d love to hear from you and assist you in any way we possibly can.

Financial Planning Specialists

The ‘spend less than you earn’ ethos of the financial planning sector is quite simple, but we all know life can throw you a curveball when you least expect it; changing jobs, homes, raising a family and caring for the young and old can affect your life plans and how much money you have to spend. However, this is when consulting financial planning specialists can come in handy. The key to financial planning is to save as much money as possible, as early as possible. If you do this, you won’t miss the money saved and you reap the benefits of your money working for you with any income being re-invested. However, it’s important to remember that inflation is the enemy of time and £100 in 10 years’ time will probably buy you much less than £100 today.

The goal of the financial planning services that we offer from our base in Bristol is to create an ongoing process that will reduce your stress about money, support your current needs, and build a ‘nest egg’ for when you choose to retire. Financial planning services are more important because it ensures that you are not just working for your money, but that your money is also working for you: planning your finances allows you to maximise each penny, regardless of how many you have.

Planning For Retirement

The retirement planning services that we offer form a part of financial planning, with a specific focus on retirement. It definitely pays to be prepared as retirement nears; around two years before you stop working, you should start to think about your retirement options and the choices that you will need to make upon retirement. Financial advice should be considered because they are decisions that can shape your income for the rest of your life. The three main questions that you should ask yourself are:

1. When do you want to retire?

2. How do you want to retire?

3. What will you do when you retire?

With this information to hand, our team of retirement planning experts will produce a cash flow plan to show you how long your money will last, taking all of the provisions that you have already made into account. Our Bristol-based team will talk you through your options and agree a way forward, as well as review your existing pensions and investments to ensure that they are still working for you.

What is Estate Planning?

Our estate planning experts can assist you with every single aspect of estate planning, but you’re probably wondering what it is, right?

Estate planning involved making plans for the transfer of your ‘estate’ after your death. Your estate is all of the property that you own and can include money, clothes, jewellery, cars, houses, land and retirement and savings accounts. Estate planning services usually have a few main objectives, such as:

- Ensuring that most of the estate is transferred to your beneficiaries.

- Paying the least amount of taxes on your estate as possible.

- Assigning guardians for minors, if any exist.

If you are interested in finding out how we can help you with the estate planning services that we offer as estate planning experts in Bristol, we would welcome your call.

Call Our Bristol-based Team Today

If you are based in Bristol or the surrounding areas of Gloucestershire and you require additional information about the services that we offer as financial planning specialists and estate planning experts, including retirement planning services, estate planning services, financial planning services, family protection plans, business protection plans, tax assistance, investment advice and tax planning services, please don’t hesitate to get in touch with our experienced team today. We’re always here to take your call, deal with any enquiries and answer any questions that you may have regarding the services that we offer throughout Gloucestershire. Alternatively, you can visit our website to see a full overview of our services, offered from our headquarters in Bristol. We’re sure that you’ll find the information that you are looking for.

The Lost Coin Financial Planning Ltd Reviews

Expert advice
by

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
by

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.
by

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.


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