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The Lost Coin Financial Planning Ltd, Bristol. Retirement Planning - Estate Planning - Financial Planning - Sustainable Investments.


The Lost Coin Financial Planning Ltd

0117 230 5077
TheLostCoin.co.uk
5 Loveridge Court, Frampton Cotterell
Bristol, South Gloucestershire, BS36 2NX
simon@TheLostCoin.co.uk
The Lost Coin Financial Planning Ltd

Company Profile

 
Since starting in 2006 we have offered ethical and sustainable investments to all our clients. From 2020 we can offer a range of low carbon impact investments to match a client's appetite for risk.

Clients have access to an online portal to view their finances and store documents, whilst meetings can be held by Zoom, Skype and FaceTime to reduce carbon footprint.

Specialists in pensions and retirement planning.

We do not offer advice on mortgages but refer these to a local expert.

Our Social and Environmental Activities

 
Since Covid we have had to review how we conduct client meetings which traditionally have been face to face in a person's home. We have become quite familiar with Zoom and can now offer online appointments via our calendly link. Our business mileage is considerably lower than last year, following a year on year downward trend in business miles travelled through less in person client meetings and training and development events.

At present our aged diesel car needs replacing and we are investigating options for replacement, either a low emission petrol car purchased second hand, or maybe a new electric car via a business lease.

With the wider adoption of our client portal we have still not started the ink cartridges we ordered last December so our use of 100% recycled paper, envelopes and remanufactured ink has dropped over the last 12 months too.

In the wider community we are active members of our local church and have been part of the leadership team (finance) for the last 6 years. This is coming to an end in September 2020. However we have already started volunteering for another charity located in the centre of Bristol which reaches out to those who need a listening ear. This next financial challenge will stretch our faith and relationships with the wider Methodist circuit.

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Categories

 
  • Retirement Planning
  • Ethical and Green Investment
  • Financial Advisors

Accreditations

 
Organisation for Responsible Businesses (ORB). Responsible Business Member