COAST FINANCIAL LIMITED

What COAST FINANCIAL LIMITED does

COAST FINANCIAL LIMITED is a private, for-profit independent financial adviser headquartered in Plymouth, United Kingdom, founded in 2017. According to the company's own short description, it provides independent financial advice across mortgages, equity release, pensions, investments, savings, and both personal and business financial matters, positioning it as a whole-of-market retail and small-business advisory practice serving UK consumers and owner-operated businesses.

The firm operates without disclosed proprietary technology, partnerships, or external funding; its website (coastfs.co.uk) could not be retrieved beyond a loading/verification page during data collection, eliminating the primary first-party information channel. No management team, headcount, certifications, regulatory actions, or customer references are documented in the available input. As an independent adviser rather than a restricted or tied agent, the firm would be expected to operate under FCA authorisation and earn revenue through adviser fees, commissions, or a hybrid model — though specific pricing mechanics are not disclosed.

The overall evidentiary footprint is thin: most enrichment fields returned empty, and the company appears to be a small, locally-focused advisory practice with no documented scale signals, digital platform, or growth trajectory data. Investors should treat this as an early-stage diligence baseline requiring direct outreach to verify revenue, adviser count, AUM, and regulatory standing before any commercial decision.

Name

COAST FINANCIAL LIMITED

Website

https://coastfs.co.uk

Company type

Private

Founded year

2017

Operating status

Operating

Short description

COAST FINANCIAL LIMITED is a Plymouth-based UK independent financial adviser, founded in 2017, providing whole-of-market advice on mortgages, equity release, pensions, investments, savings, and personal and business financial matters to retail and small-business clients.

Ownership category

akta.pro rank

Product category

Independent Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940), Mortgage and Nonmortgage Loan Brokers (522310)

SIC

Investment Advice (6282), Loan Brokers (6163)

akta.pro primary industry

Fee-Only Advisory (FSAEAAAL)

akta.pro secondary industries

Financial Coaching & Budgeting Advisory (FSAEAAAH), Commercial Mortgage Brokerage (FSAEAEAB)

Keywords

• Independent financial advice
• Mortgage advisory
• Equity release advice
• Pension planning
• Investment advisory

Headquarters

HQ city

Plymouth

HQ country

United Kingdom

HQ region

Europe

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

COAST FINANCIAL LIMITED is a Plymouth-based independent financial advisory firm that provides advice on mortgages, equity release, pensions, investments, savings, and personal and business financial matters. The firm acts as an advisor/broker, recommending and arranging financial products on behalf of individual and small-business clients rather than manufacturing or underwriting the underlying products.

Product overview

The source content for Coast Financial Limited (coastfs.co.uk) consists only of a loading/verification page ("One moment, please...") with no accessible product, service, or company information.

Differentiator

Problem solved

Functional benefit

Products and services

• Mortgage Advice

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Broad incumbents

• Brooks Macdonald: UK discretionary investment manager serving private clients, intermediaries, and charities; comparable investment advisory service for mass-affluent and HNW segments.
• Hargreaves Lansdown: Largest UK direct-to-consumer investment platform offering pensions, savings, and investment products; comparable in retail investment and pension advice, though predominantly platform-led rather than advice-led.
• AJ Bell: UK investment platform serving advisers and retail customers with SIPPs, ISAs, and dealing services; adjacent competitor for client funds and pension business.
• St. James's Place: Large UK wealth manager with a national adviser network providing advice on investments, pensions, and mortgages; comparable in product breadth but materially larger in scale.
• Quilter: UK wealth manager with adviser network providing investment, pension, and protection advice; comparable multi-product proposition delivered at significantly larger scale.
• Rathbones: UK private client investment manager offering discretionary and advisory portfolio management; comparable in investment advisory for HNW and mass-affluent clients.

Direct peers

• True Potential: UK wealth management and IFA support platform offering advisers technology, platform infrastructure, and product access across pensions, investments, and mortgages.
• Sanlam UK: UK wealth advisory business supporting independent financial advisers across investments, pensions, and protection; comparable mid-market IFA proposition.
• Openwork: UK IFA network supporting restricted and independent financial advisers across mortgages, protection, investments, and pensions; directly comparable business model for advisory firms.
• fairstone: UK IFA consolidator with a national network of advisers offering whole-of-market advice on pensions, investments, mortgages, and protection; closely comparable multi-product advisory model.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat2 records

Key risks4 records

Key highlights3 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about COAST FINANCIAL LIMITED