Copthorne Financial Services Ltd was established in 2007. Our aim is to provide high quality financial advice to private and corporate clients.
By combining financial planning, investment management and many years of professional experience, we take the guesswork out of personal and business finances.
We can access the entire market to review all products available and thus produce a bespoke solution to match your aims and objectives.
We will provide you with a fee-based, long-term personal service that deals with your financial planning, investments and administration needs.
We place our clients at the heart of everything we do, recognising that each and every one of our clients has different needs and objectives.
We pride ourselves on the personalised nature of our service, as we believe this will help to build a long-term relationship based upon trust, understanding and continuity.
Beyond the tangible aspects, such as reducing the cost of your financial plans, efficient investment portfolio performance and potential tax savings, the benefit most appreciated by our clients is peace of mind.
The White House, 53-55 High Street, Egham, TW20 9EX
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