About Coast to Coast

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".

How Coast to Coast Financial Planning Service Are Paid

About Coast to Coast

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...

testimonials for Coast to Coast Financial Planning Service

What Our Clients Say

We like to think that twice receiving the prestigious Financial Adviser / Financial Times award of Best Financial Planner in their Cornwall financial planning surveys, would be good guide to the quality of our service. But what do our clients say about us?

Contact Coast to Coast Financial Planning Service

Contact Us

9 Frances Street
Truro
Cornwall
TR1 3DN

Business Hours
Monday - Friday 9.45am - 2.30pm
Saturday 9.45am - 12.30pm
(Other Hours By Appointment)

Financial Times Publications 1st Rosette 1st Rosette
Coast to Coast Financial Planning Services Limited is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.
Independant Financial Advisor
Coast to Coast Financial Planning Services Limited Registered Office: The Old Carriage Works, Moresk Road, Truro, TR1 1DG Registered in England No. 3153879. The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.