Copthorne Financial Services Ltd

Independent Financial Adviser  The White House, Egham, Surrey, TW20 9EX
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FCA authorised
Last authorised 7th June 2021
We have a unique culture that supports our clients ensuring that we deliver a first class customer experience to them.
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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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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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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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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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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Income protection insurance
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Life insurance
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Payment protection 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
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Nick Blackford DipPFS
Director
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

The White House, 53-55 High Street, Egham, Surrey, TW20 9EX

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