The Lost Coin Financial Planning Ltd - Bristol based independent financial advice for all your retirement and estate planning needs

0117 230 5077

Welcome to The Lost Coin Financial Planning Ltd

We offer a comprehensive independent financial planning service using cash flow modelling:

  • Pension Planning
    When can I retire and how much income will I have?
  • Investments/Regular Savings
    Am I making the best use of spare monies or surplus income?
  • Social, Ethical and Environmental Investments
    How can I invest my money in line with my values and beliefs?
  • Estate Planning
    How can I reduce any inheritance tax due on my estate?
  • Tax Planning
    How can I manage my income more tax effectively, whilst keeping within the law? 
  • Life Assurance
    If I died prematurely how can i provide for my family to maintain their current lifestyle?

The value of pensions and investments can fall as well as rise. You may get back less than you invested.

The Financial Conduct Authority does not regulate Estate or Tax Planning.

We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site. We welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.

If you do have any suggestions please contact us.

Our independent financial adviser Simon Carlin