Insurance Planning

Selecting the right insurance plan can seem like trying to find your way through a maze. With so many options, and so many factors that have to be taken into account, it's not difficult to make a wrong turn. How much cover do you really need? How long should it be in place for? Should the benefits be paid out as a lump sum, or monthly income? Should the cover be written under trust? How would it fit in with your other insurance plans or benefits provided by your employer?

Most people are aware of the need for life assurance, in that most of us want to ensure that our families would be financially secure if we were to die. However, the need for cover in case of ill health is often overlooked. With very few employers providing long term ill health benefits, the majority of people would have to rely on whatever benefits the state may provide.

Selecting the right mix of insurance protection to cover life assurance, ill health cover and any other needs for your individual situation is not simple, particularly when there are so many insurance companies with different plans. Professional advice can help you calculate and select the correct mix of cover, from the best insurers, and then recommend the most suitable plans for you.

At Coast to Coast, we have the specialist Chartered qualifications, expertise and experience that enables us to provide personalised independent financial advice for your individual insurance planning needs, no matter how complex they may be. By carefully analysing your current situation, and considering all the possible alternatives, we can then make the insurance planning recommendations that are right for you.

Please note we offer a free initial consultation without obligation.

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...

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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

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

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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 ( 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.