About us

At Coral Financial Planning we play an important part in the financial ecosystem by ensuring financial advice is accessible to all. Although full of excitement and opportunity, the financial industry, like the open ocean can be a daunting and a scary place, it also has the potential to throw many unplanned surprises your way. That is why we aim to provide protection and security today giving you peace of mind for the future.

Like the reef, we aim to make strong lasting relationships enabling us to help our customers and families flourish for generations to come.

We have brought together a wealth of experience from both the Pension planning and Mortgage world and have a clear vision that provides a safe environment for our customers to access a diverse range of financial advice. No matter your financial position we provide tailored options designed to allow you to make the best choices for your circumstances.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Our Mission

“Helping our customers achieve their Financial Goals”

Our Vision

“To be able to provide clear financial advice to all of those who need it”