The Lost Coin Financial Planning is a UK-based, family-run financial advisory firm founded by Neil and Zoe Daglish. As Chartered Financial Planners, they are authorised and regulated by the Financial Conduct Authority (FCA). The company specializes in providing personalized financial planning, retirement planning, investment management, and inheritance tax planning services. Their stated mission is to offer clarity, direction, and reassurance to clients, helping them achieve their long-term financial goals and secure their financial future.

Founded in

United Kingdom