Coates & Co Financial Planning Ltd

We are a firm of Independent Financial Advisers based in Darlington, County Durham and have been advising our clients on their financial needs for over 20 years.

We travel to visit clients in the comfort of their own home, all over the northeast of England. We have clients as far north as Newcastle, and as far south as Melmerby in North Yorkshire. The majority reside in Darlington, Billingham, Hartlepool and the surrounding areas.

We aim to build long term relationships with clients, by providing a personal and friendly face to face service which is tailored to your needs. It is testament to our service that a large number of our new clients are from existing client’s personal recommendations.

We offer advice in the following areas: Investments & Savings, Retirement Planning for retirement and into retirement, Life & Critical Illness Protection, Mortgages (Purchase and Remortgage), Home Insurance, Inheritance Tax Planning and Wills. (Wills are not regulated by the FSA)

As Independent Financial Advisers, we work on your behalf. This means we can recommend products across the whole market to provide you with the best advice and solutions for all your financial needs. We specialise in providing advice that is tailored to your specific requirements, your attitude to risk and your personal objectives.

How we work:

Firstly we complete a detailed analysis aimed at getting to know you & your financial needs and existing plans. Secondly, we then analyse your existing plans and research the whole market to find the best financial solutions required to meet your needs. Thirdly, we put together a tailored report with our recommendations which we review and discuss with you and then implement the recommendations with your approval.

We work on a fee basis for all advice areas and will discuss this with you in detail at our first appointment.