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  11. Copperstone Financial Service Ltd

Copperstone Financial Service Ltd

Independent Financial Adviser  41 Waun Road, West Glamorgan, Swansea, SA4 6QN
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FCA authorised
Last authorised 14th June 2021
Independent, impartial, but also realistic in trying to achieve the best outcomes for our clients.
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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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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OEICs
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Offshore investments
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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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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
MR Mario Amura DipPFS
Director/IFA
About us

Copperstone Financial Services is a Swansea based practice with over 40 years of experience. We offer a full range of advice including estate planning, investment, retirement planning, mortgage advice and protection. We work on a fee basis. All costs will be discussed at our first meeting, which will be free of charge.

Our services

We pride ourselves on the relationships we build with our clients.
Our company mission statement is:
To help our clients meet their financial goals, to do it simply, to do it ethically, to do it well.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

41 Waun Road, Loughor, West Glamorgan, Swansea, SA4 6QN

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