Coast Financial Solutions
Mortgage Brokers
Coast Financial Solutions
22a Mill St, Swansea
# Coast Financial Solutions
Coast Financial Solutions is a Swansea-based mortgage advisory firm with over 27 years of combined industry experience. Founded by Daniel Jones and Aaron O'Donnell, both fully CeMAP qualified advisors, the company specialises in guiding clients through residential mortgages, buy-to-let investments, and comprehensive protection solutions.
The firm serves first-time homebuyers, property investors, and those seeking to safeguard their financial assets. With access to a comprehensive market panel, they work across the entire mortgage landscape rather than representing a single lender, ensuring clients receive genuinely impartial advice.
What distinguishes Coast Financial Solutions is their client-centric philosophy centred on the golden rule: treating clients as they would wish to be treated. Rather than transactional interactions, Daniel and Aaron prioritise building relationships based on trust and mutual respect. They take time to understand each client's unique circumstances before providing simple, friendly, and professional advice tailored to individual goals.
Both advisors bring substantial expertise. Daniel brings 15 years of dedicated mortgage brokering, whilst Aaron combines 12 years of high street banking experience with subsequent self-employed brokerage work. This dual background enables them to support clients through various scenarios—first-time purchases, remortgages, capital raises, and investment acquisitions.
The firm's transparent, holistic approach contrasts with high-pressure sales tactics. They're committed to delivering five-star service by genuinely understanding client needs before recommending solutions, making them a trustworthy partner for navigating complex financial decisions.
Coast Financial Solutions is a Swansea-based mortgage advisory firm with over 27 years of combined industry experience. Founded by Daniel Jones and Aaron O'Donnell, both fully CeMAP qualified advisors, the company specialises in guiding clients through residential mortgages, buy-to-let investments, and comprehensive protection solutions.
The firm serves first-time homebuyers, property investors, and those seeking to safeguard their financial assets. With access to a comprehensive market panel, they work across the entire mortgage landscape rather than representing a single lender, ensuring clients receive genuinely impartial advice.
What distinguishes Coast Financial Solutions is their client-centric philosophy centred on the golden rule: treating clients as they would wish to be treated. Rather than transactional interactions, Daniel and Aaron prioritise building relationships based on trust and mutual respect. They take time to understand each client's unique circumstances before providing simple, friendly, and professional advice tailored to individual goals.
Both advisors bring substantial expertise. Daniel brings 15 years of dedicated mortgage brokering, whilst Aaron combines 12 years of high street banking experience with subsequent self-employed brokerage work. This dual background enables them to support clients through various scenarios—first-time purchases, remortgages, capital raises, and investment acquisitions.
The firm's transparent, holistic approach contrasts with high-pressure sales tactics. They're committed to delivering five-star service by genuinely understanding client needs before recommending solutions, making them a trustworthy partner for navigating complex financial decisions.
Services offered
Residential mortgage adviceBuy-to-let mortgage adviceFirst-time buyer guidanceRemortgage and capital raise adviceProtection solutionsInvestment property consultancyMortgage protection insuranceFinancial journey planning