CopperHouse Financial Limited
This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
This qualification allows mortgage professionals to become qualified in more specialist areas such as supervising in a regulated environment, alternative residential learning and customer care.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
CopperHouse Financial Ltd is a small team of advisers with offices in Chelmsford . We are dedicated to developing long term relationships with all our clients. We find that once people decide to use our services they rarely go elsewhere.
Established in 2008 we are directly regulated by the Financial Conduct Authority. We operate with complete Independence and without panel restrictions.
Our ethics, interest, knowledge base and professionalism all help us to provide well rounded, personal and plain English solutions to all aspects of financial planning.
Should your planning needs be outside of our extensive knowledge and regulatory approvals and therefore require specialist input we are also blessed with some excellent local contacts with accountants and solicitors.
We believe in the value of joined up thinking this is more than just an annual review, and about really engaging with our Clients. Money is important and that's what you are asking us to look after. Therefore the journey is constant and we pay great attention to markets and news that supplement the fundamental planning process.
We believe that our greatest asset is our ability to relate to our clients and to fully engage with their needs and aspirations. This not only helps us to understand people but also and more importantly to provide the best possible outcomes in the given circumstances.
We work constantly to improve our processes and services to make sure we are providing understandable and personal advice in an ever increasingly regulated world.
In short, we keep it personal.
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