1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Wales
  6. breadcrumb-arrow
  7. Swansea
  8. breadcrumb-arrow
  9. Llwchwr
  10. breadcrumb-arrow
  11. Copperstone Financial Service Ltd

Copperstone Financial Service Ltd

Independent Financial Adviser  41 Waun Road, West Glamorgan, Swansea, SA4 6QN
check
FCA authorised
Last authorised 1st March 2021
Independent, impartial, but also realistic in trying to achieve the best outcomes for our clients.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
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
  • icons
    Face to face

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

Similar advisers near you

Distinct Financial Solutions Wealth Management Ltd
Restricted - whole of market 0.79 mi
Long standing, trusted & experienced Financial Planning Adviser offering unbiased advice based in Swansea.
 
See profile
The Private Office
Independent Financial Adviser 0.9 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
See profile
True Potential Wealth Management LLP
Restricted - whole of market 1.09 mi
We put every client at the heart of what we do and believe the ongoing relationship with continued reviews after designing your financial future.
 
See profile
CBK Wales
Independent Financial Adviser 3.16 mi
We are a client centered practice where the whole team provides the independent service our clients expect and deserve
 
See profile

Legal information

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.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.