The Lost Coin - Financial Planning ... helping you find true wealth

thelostcoin.tel


Independent, fee based, financial planning advice focussed on business owners and professionals who live or work in Bath, Bristol, Gloucestershire or Wiltshire.


Call FREE from a landline
08081201077

... when using a mobile, call
01933401020

Skype
TheLostCoin

LinkedIn - for details of our owner's experience, qualifications and professional recommendations.
Why not connect with Simon and join The Lost Coin group?

uk.linkedin.com/in/TheLostCoin

Our Google profile
www.google.co.uk/profiles/TheLostCoin

4Networking - our business history and 4N activity
www.4networking.biz/members/view.htm?UserID=38289

Our company website - including contact page and client login facility
www.TheLostCoin.co.uk

For new client enquiries
Simon@TheLostCoin.tel

For current clients and client specific contact
SimonCarlin@thinkpositive.co.uk

Location
51 31 41.887 N 2 28 41.839 W 0m 10m 2m 2m

Keywords:
Directory information - Investment Planning : We focus on serving those who live or work in postcode areas BA, BS, GL or SN., Questions frequently asked include the following: , How much should I invest? How much should I keep in cash? Will I lose money? How can I improve returns? How can I stop the taxman getting my hard earned cash? Shares, bonds, cash or property? , Our advice includes ethical investing; cash ISAs; making the most of tax allowances, tax credits and state benefits; interspouse tax planning and intergenerational inheritance planning.
Directory information - Retirement Planning : We focus on serving those who live or work in postcode areas BA, BS, GL or SN., Questions frequently asked include the following: , When can I retire? How much do I need to save? How much will I receive? What about state pensions? What happens if I die? Pension or ISA? Company pension or personal pension? , Our advice includes tax free cash; flexible income; SSAS; commercial property; pension loans; SIPPs; personal pensions; annuities; state pensions and company pensions.
Business Address - Postal Correspondence Only : 2nd Floor,, 5 Loveridge Court,, Frampton Cotterell,, Bristol, BS36 2NX

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