Andrew Dawson
Coast to Coast Financial Planning Services Ltd
High quality, professional, independent financial advice from a Chartered Financial Planner with over 25 years experience. Coast to Coast was established in 1996 by Andrew Dawson, who is not only a Chartered Financial Planner with over 25 years experience, but also an Associate of the Personal Finance Society and an Affiliate of the Society of Trust and Estate Practitioners. In addition, he has specialist qualifications in investment planning, retirement planning, taxation and trusts and equity release. Andrew has twice received the prestigious Financial Adviser / Financial Times award of Best Financial Planner in their Cornwall financial planning surveys, in which he is described as giving excellent advice.
Location: 9 Frances St, Truro, TR1 3DN
Qualifications:
AF3 - Pension Planning (CII) CF8 - Certificate in Long-Term Care Insurance (CII) AF4 - Investment Planning (CII) J05 - Pension Income Options (CII) AF5 - Financial Planning Process (CII) AFPC - Advanced Financial Planning Certificate (CII) CF6 - Certificate in Mortgage Advice (CII) CF7 - Certificate in Lifetime Mortgages Activities (CII) Chartered Financial Planner (CII) HR1 - Home Reversion Plans (CII) APFS - Associate, Personal Finance Society (PFS) CeMAP - Certificate in Mortgage Advice and Practice (IFS) AF1 - Personal Tax and Trust Planning (CII) CF9 - Pensions Simplification (CII) J04 - Pension Funding Options (CII) CF2 - Investment and Risk (CII)
FCA Registration Number: 178547
