Andrew Dawson

Coast to Coast

Andrew's bio

I set up Coast to Coast Financial Planning Services Limited in 1996. After a career working in financial services for such companies as Lloyds Bank and the Halifax, I wanted to be able to offer clients the benefits of fully independent financial advice, tailored to suit their individual requirements.

At Coast to Coast, we take qualifications seriously, as it is one of the best means of proving our expertise. I am not only a Chartered Financial Planner (which in itself demonstrates the highest levels of professionalism and financial planning technical capabilities) 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, I have specialist qualifications in investment planning, retirement planning, taxation and trusts, and equity release.

I am proud to have received the prestigious Financial Adviser/Financial Times award of Best Financial Planner in their Cornwall financial planning surveys,for giving “excellent advice”.