Testimonials

My wife and I retied 5 years ago and needed financial advice. We were recommended by our accountant at that time to see Paul Mercer of Coastal Financial & Insurance Services. We arranged an interview time and Paul duly arrived on time. To cut to the chase we are extremely fortunate to have found Paul, as our investments and retirement income has increased dramatically. Most important to us and anyone reading this is that Paul is extremely honest and straightforward. Honesty being the word. So I say to anyone thinking of putting your life savings with Paul to do so knowing it is not safe and secure and earning you good interest.

Peter & Terry

We have been associated with Mr Paul Mercer of Coastal Financial and Insurance since 2016. In this period Paul has handled our entire retirement monies. Being self funded retirees we are happy with Paul’s performance and handling of our funds.

Boris & Erika

Paul Mercer of Coastal Financial & Insurance Services has been my financial advisor for the past 8 years.I always receive regular reports on the progress of my investments and my withdrawals are completed within 24 hours. Coastal Financial & Insurance Services = Great Service!

Robert

Paul has been a real find for me during the last three years as approaching retirement focussed my need for sound financial advice, which had been lacking in my past. He quickly got across all aspects of my financial situation and provided sound  and relevant advice which has been instrumental in setting me up financially for the world of retirement. Most notably, Paul has been conscientious and proactive in the ongoing management and adjustment of my arrangements in changing times and regulation such that I gained and retain confidence in my financial future. Highly recommended.

Peter

We found Paul Mercer @ Coastal to be Passionate about financial advice & genuinely interested in achieving the best results for us. Thank you Paul.

Julia & David
Coastal Financial and Insurance Services

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