The Lost Coin Financial Planning Ltd

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

Company Profile

 
Since we started in 2006 we have offered ethical, sustainable and impact investments to our clients. There are many kinds of styles to cater for people's differing views and appetite for risk. We offer an online portal for clients to view their finances and store documents, whilst meetings can be held by Zoom, Skype and FaceTime to reduce our carbon footprint. Specialists in pensions, retirement and tax planning. We do not offer advice on mortgages but refer these to a local expert.

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Categories

 
  • Retirement Planning
  • Ethical and Green Investment
  • Financial Advisors

Accreditations

 
Organisation for Responsible Businesses (ORB). Responsible Business Member