Coleman Financial Services Ltd Logo

Poole: +44 (0)1202 647 400
Exeter: +44 (0)1392 222 600
Southampton: +44 (0)2380 237 800
info@colemanfsl.co.uk

Investments

Are you making the best use of any spare capital or surplus income
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Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely
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Pensions

When do you want to retire and how much income will you need?
Click Here

Healthcare

Are you looking for a personal service to support you, your family or your employees' health & wellbeing needs?
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Expert Independent Advice

We always offer independent advice to help you manage your finances.

Welcome to Coleman Financial Services Ltd

We offer a comprehensive financial planning service for all your investment and protection needs:

  • Pension Planning

    When do you want to retire and how much income will you need?

  • Life Assurance
    How much cash would your family need to maintain their current lifestyle if you die prematurely?
  • Income Protection

    Would you require a regular income or a cash sum if you suffered a serious illness or disability?

  • Investments/Regular Savings

    Are you making the best use of any spare capital or surplus income?
  • Mortgages

    Do you want to reduce your current mortgage outlay or are you moving home?
  • Healthcare
    Are you looking for a personal service to support you, your family or your employees' health & wellbeing needs?

We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.



If you do have any suggestions please e-mail us or use one of our contact forms.

Your home may be repossessed if you do not keep up repayments on your mortgage
A fee of 0.35% payable on completion subject to a minimum of £850. Any commission received from the lender will be offset against this amount.
The Financial Conduct Authority (FCA) does not regulate some forms of mortgage
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