Welcome to
Coast Financial Solutions
We have over 27 years combined experience in the mortgage and protection industry and work from a comprehensive panel which is representative of the whole of the market. At Coast Financial Solutions, with our holistic and transparent approach, we really look forward to helping you on your financial journey.
About Coast Financial Solutions:
Your Trusted Mortgage Advisors
Coast Financial Solutions are seasoned mortgage brokers with a passion for providing personalised and expert financial advice. With over 27 years of experience and a full CeMAP qualification, we specialise in guiding clients through the intricacies of residential and buy-to-let mortgages, as well as offering comprehensive protection solutions.
Why Choose Coast Financial Solutions?
Expertise and Experience: With a decade and a half in the industry, we bring a wealth of knowledge and a track record of excellence to every client interaction.
Client-Centric Approach: Our commitment to delivering a 5-star service is rooted in the golden rule – “treat others as you would like to be treated.” We take the time to understand your unique needs, providing simple, friendly, and professional advice.
Let’s Navigate Your Financial Journey Together
Embark on your financial journey with confidence. Whether you’re a first-time homebuyer, a property investor, or seeking to safeguard your assets, I’m here to guide you. Let’s work together to turn your financial goals into reality.
Meet The Team
Find out more about the team at Coast Financial Solutions.
Daniel Jones
Hello. I’m Daniel Jones, a seasoned mortgage broker with over 15 years of invaluable experience in the financial industry. As a fully CeMAP qualified professional, I specialise in offering expert advice on a wide range of mortgages, including residential and buy-to-let, as well as providing comprehensive protection solutions.
Credentials and Commitment: My journey in the mortgage industry spans 15 years, during which I’ve had the privilege of assisting countless clients. My commitment to excellence is reflected in my CeMAP qualification and the trust my clients place in me. I take pride in delivering nothing less than a 5-star service.
Approach to Service: My guiding principle is the golden rule – “treat others as you would like to be treated.” I believe in going beyond transactions to build relationships based on trust, understanding, and mutual respect. My approach involves taking the time to fully comprehend my clients’ needs and desires, ensuring I can provide them with simple, friendly, and professional advice.
In summary, I’m Daniel Jones – a mortgage expert dedicated to providing tailored solutions, a lover of golf and snowboarding, and a firm believer in the power of genuine connections. I look forward to the opportunity of assisting you on your financial journey.
Aaron O’Donnell
With over 12 years of experience in financial services from my tenure with a high street bank advising to my role in more recent years as a self-employed mortgage broker, I’ve provided end-to-end support in the mortgage process to many clients from different backgrounds.
Whether that’s clients looking to purchase their first property, remortgage/capital raise or investors looking at buy to let property. As well as providing advice and tailor made solutions when it comes to protection for you and your family. Building and maintaining relationships with clients is paramount and this coupled with extensive knowledge of the mortgage market allows me to provide good outcomes for clients. I have a flexible approach when it comes to dealing with clients to ensure you feel comfortable throughout, understanding that people like to do business in different ways.
Beyond work, I enjoy spending time with my partner and two children. Whether that be watching my 2 children take part in one of their many hobbies or just getting some fresh air. I also have a real passion for sports (playing or watching) like football, golf, and rugby.
Christopher Rogers
With over 8 year’s experience in financial services, I have built up a wealth of knowledge and expertise in the protection sector. At Coast Financial Solutions I specialise in offering advice and recommendations across a wide ranges of protection policies including income protection, critical illness cover, life insurance, business protection and buildings and contents insurance.
Taking a friendly personalised approach to ensure your protection is tailored around your needs whilst providing peace of mind to cover every eventuality is paramount to client outcomes.
Aside from work, I enjoy spending time with my son and getting outdoors and exploring the Gower. I also have a keen passion in sports including Football and Formula 1.
Primis
Coast Financial Solutions Ltd is an Appointed Representative of PRIMIS Mortgage Network, a trading name of First Complete Ltd. First Complete Ltd is authorised and regulated by the Financial Conduct Authority.
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Get in Touch
Coast Financial Solutions provide tailored solutions for our clients. Feel free to reach out for a consultation or simply to connect.
