Investment Planning & Wealth Management

Many lifestyle goals need certain financial goals to be achieved. To meet this need, Investment Planning and Wealth Management should be part of a comprehensive Lifetime Financial Planning process, designed to help you to achieve your life goals through the proper management of all of your finances.

This type of service goes far beyond simply selecting the right savings or investment plan. It provides financial direction and meaning and allows you to understand how one financial decision impacts on another. It is highly personal, tailored to the individual and delivered by those at the top of the financial planning profession in terms of qualification, expertise and experience. Ultimately it is designed to identify, quantify, qualify and prioritise your financial and lifestyle goals in line with your own short, medium and longer term plans, so that you know where you want to be.

Each Lifetime Financial Plan is unique – because it relates to your individual financial needs and goals. It will include tax planning, lifetime cash flow forecasting and investment portfolio management amongst others. For this, there can only be one remedy – professional, fully Independent Financial Advice, which can provide unique answers to these unique situations.

Lifetime Financial Planning is a detailed process involving an assessment of your current circumstances, identifying your financial objectives and then collecting and assessing all relevant personal and financial data. Following detailed research, we then develop an agreed financial plan, a core part of which is building your lifetime cash flow forecast using appropriate modelling tools. This should demonstrate clearly where you are today, and what you need to do to achieve your financial and lifestyle goals.

Finally, we then implement your financial plan with ongoing reviews at agreed intervals so providing reassurance that if your goals or circumstances change, your plan can be revised to suit your new circumstances and objectives. Our review and forward planning meetings, regular updates and investment and financial planning reports are all part of the strategy we use to help you to meet your own objectives in life.

There are many benefits to this process, including having a greater understanding of your financial position - knowing what is achievable and what is not. It also can provide real peace of mind and a feeling of well-being knowing that your finances are in order.

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 Lifetime Financial Planning needs, no matter how complex they may be. So start planning for the future - today.

Please note we offer a free initial consultation without obligation.

The value of investments and income from them may go down. You may not get back the original amount invested.

Tax treatment is based on individual circumstances and may be subject to change in the near future.

The Financial Conduct Authority does not regulate tax planning.

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

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 ( 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.