Moulsham Mill, Parkway, Essex, Chelmsford, CM2 7PXMake an enquiry
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.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.