Copperkeys Financial Services Ltd

Independent Financial Adviser  31 Grosvenor Way, Droitwich, WR9 7SR
First meeting at adviser's own cost
We give holistic and comprehensive advice in a friendly and uncomplicated way. "Helping you to get all your ducks in a row" We will help you to maximise your pension, save for retirement, invest that lump sum wisely and plan for a less fraught financial future.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Sharia finance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Paul Cross
Financial Adviser

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

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 the mortgage process and the principles of equity release.

This exam accesses understanding of the financial services industry including regulation and legislation.

About us

We provide independent advice which means that our recommendation will be unbiased, unrestricted and based upon a comprehensive and fair analysis of the market.
This means that our recommendations to you will be based on the following selection criteria:
 We will determine which, if any, of the following types of investment or pension products are capable of meeting your needs, along with any associated ‘tax wrappers’ available (e.g. and ISA):

 Open Ended Investment Company Funds (OEICS) including Exchange Traded Funds (ETFs), Unit Trusts and Investment Trusts;
 Personal Pensions, Stakeholder Pensions, Self-Invested Personal Pensions (SIPPs) and Annuities;
 Insurance Based Investments, including Capital Investment Bonds and Endowments;
 Structured Capital at Risk Products (SCARPS) and Structured Deposits;
 Certain Specialist Investments suitable for retail clients, including Venture Capital Trust (VCT) Investments and Enterprise Investment Schemes (EIS);
 Sharia compliant investments.

Our services

Your IFA will meet with you, first to describe their services and charges, then to complete an Investment Discussion Document. This allows your IFA to analyse your investment and/or retirement objectives.
Part of this discussion will involve an Attitude to Risk Questionnaire which will assist your IFA in recommending the type of products best suited to your risk appetite.
Based on reviewing your current circumstances (including assessing any existing policies), your IFA will then prepare a personal recommendation.
A highly skilled paraplanning team assists your IFA with researching appropriate products and putting together a solution. They will also complete a case health check to ensure all of the regulatory requirements have been followed.
You will then meet with your IFA and they will provide you with a Suitability Report explaining the recommendation. If a recommendation includes purchasing new financial products, other documentation including an illustration showing the expected costs to you will be provided also.

Where to find us
Head office address: 31 Grosvenor Way, Droitwich, WR9 7SR
Preferred clients
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Copperkeys Financial Services Limited is an Appointed Representative of New Leaf Distribution Ltd. who are authorised and regulated by the Financial Conduct Authority. Number 460421.

Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020

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