Coast to Coast Financial Planning Services Limited is a privately owned IFA company offering professional independent financial advice. It was established in 1996 by Andrew Dawson who, after a career working in Financial Services for such companies as Lloyds Bank and the Halifax, wanted to be able to offer his clients the benefits of fully Independent Financial Advice, tailored to suit their individual requirements.
At Coast to Coast, we take qualifications seriously, as it is one of the best means of proving our expertise. Andrew is not only a Chartered Financial Planner (which in itself demonstrates the highest levels of professionalism and financial planning technical capabilities) with over 25 years experience, but also an Associate of the Personal Finance Society and an Affiliate of the Society of Trust and Estate Practitioners. In addition, he has specialist qualifications in investment planning, retirement planning, taxation and trusts, and equity release.
In addition to the above, Andrew has twice received the prestigious Financial Adviser / Financial Times award of Best Financial Planner in their Cornwall financial planning surveys, in which he is described as giving "excellent advice".