The Lost Coin Financial Planning Ltd
www.thelostcoin.co.ukThe Lost Coin Financial Planning Ltd was incorporated in 2014 from The Lost Coin, which started back in 2006. We find "lost coins" for individuals, companies and trusts - e.g. reducing tax and national insurance; lowering product charges; aligning investments with risk and personal values; increasing rates of savings interest; finding lost policies; cancelling policies no longer needed. We ask lots of questions about your health, family, values and wishes. We agree a fixed fee and then review your policies in depth, before advising you on the most appropriate action on each one. Employers are encouraged to offer a flexible salary and benefits package so that their staff can choose to increase their retirement provision tax efficiently and be provided with lump sum death benefits for their loved ones. We advise business owners on using pension and tax rules to provide for their retirement whilst helping their business grow. This may result in their pension scheme buying their commercial property or other premises for business expansion. These clients pay a fixed monthly fee for ongoing support and advice. This includes unlimited contact by email, phone, Zoom, Teams and post; a minimum number of meetings; a sounding board for ideas; full liaison with their professional advisers. Many people have commented positively on our name, which comes from the title of a parable in the Bible. Our business is founded on Christian values of trust, honesty and integrity. The value of pensions and investments can fall as well as rise. You may get back less than you invested. Registered in England and Wales number 9352965 at the registered address below, The Lost Coin Financial Planning Ltd is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority. The Lost Coin Financial Planning Ltd is listed on the Financial Services Register (https://register.fca.org.uk) under reference 672057.
Read moreThe Lost Coin Financial Planning Ltd was incorporated in 2014 from The Lost Coin, which started back in 2006. We find "lost coins" for individuals, companies and trusts - e.g. reducing tax and national insurance; lowering product charges; aligning investments with risk and personal values; increasing rates of savings interest; finding lost policies; cancelling policies no longer needed. We ask lots of questions about your health, family, values and wishes. We agree a fixed fee and then review your policies in depth, before advising you on the most appropriate action on each one. Employers are encouraged to offer a flexible salary and benefits package so that their staff can choose to increase their retirement provision tax efficiently and be provided with lump sum death benefits for their loved ones. We advise business owners on using pension and tax rules to provide for their retirement whilst helping their business grow. This may result in their pension scheme buying their commercial property or other premises for business expansion. These clients pay a fixed monthly fee for ongoing support and advice. This includes unlimited contact by email, phone, Zoom, Teams and post; a minimum number of meetings; a sounding board for ideas; full liaison with their professional advisers. Many people have commented positively on our name, which comes from the title of a parable in the Bible. Our business is founded on Christian values of trust, honesty and integrity. The value of pensions and investments can fall as well as rise. You may get back less than you invested. Registered in England and Wales number 9352965 at the registered address below, The Lost Coin Financial Planning Ltd is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority. The Lost Coin Financial Planning Ltd is listed on the Financial Services Register (https://register.fca.org.uk) under reference 672057.
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City (Headquarters)
Bristol
Employees
1-10
Founded
2014
Estimated Revenue
$1 to $1,000,000
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