Copthorne Financial Services Ltd
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
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Mortgages
- Buy to let
- Equity release
- First time buyers
- Flexible
- Home reversion
- Remortgage
- Residential
- Right to buy
- Self employed
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
-
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Long term care
- Long term care
The White House, 53-55 High Street, Egham, Surrey, TW20 9EX
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.
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