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Independent Financial Advisers in Bristol > The Lost Coin

The Lost Coin

Phone View phone number 2nd Floor, 5 Loveridge Court, Frampton Cotterell,
BRISTOL,
BS36 2NX
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The Lost Coin

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About Us

Brief description

We focus on helping business owners provide for their future beyond their business, by investing tax efficiently and using their own pension funds to help their business grow. We build long term relationships with our clients, setting goals and priorities and reviewing these on a regular basis. Your first meeting is at our expense and we have an evolving environmental policy.

Trade Bodies / Associations

Federation of Small Businesses, Institute of Financial Planning, Personal Finance Society, Association of Independent Financial Advisers, Association of Christian Financial Advisers

Any Specialist Products or Services?

Small self-adminstered pension schemes (SSAS) and Self Invested Personal Pensions (SIPP) which may be used to help your business grow, whilst building up a pension fund under your own control. Inheritance tax planning using a wide range of solutions appropriate to an individual's current and anticipated future circumstances. Expertise in Ethical Investment.

Facilities at our premises
  • Not applicable
When did your business start trading?
  • 2006
Opening times
  • Sunday: closed
  • Monday: 08:30 to 17:00
  • Tuesday: 08:30 to 19:00
  • Wednesday: 08:30 to 17:00
  • Thursday: 08:30 to 19:00
  • Friday: 08:30 to 17:00
  • Saturday: closed
We offer our customers
  • Free quotes
  • Helpline
Payment methods accepted
  • Bank Transfer
  • Cheques
  • Direct Debit
  • Standing Order
Conveniences Offered
  • Not applicable

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