services

We never Assume

As a new client, we will start with a blank piece of paper, and discover what you want and advise how to move forward. We wont just pull out the same old solutions - in an ever evolving marketplace, there are plenty of new and interesting options available. We'll make sure we suggest what suits your circumstances.

Protection

Financial products are sometimes at their most useful when they are protecting our families, our incomes or our property. Whilst insuring ourselves against an undesirable event such as sickness or even death may not be a pleasant thing to think about, the benefit of being able to set financial issues aside at emotionally difficult times cannot be overlooked.

There are many ways in which a family can protect itself, and because of the large range of products available there is usually an appropriate policy for most circumstances, and most budgets.

For more, see our protection page.

Investments

Why are we encouraged to save money? From childhood most of us are told to put away money to save for the future - perhaps for something special? Or perhaps to be sure that when we really need something we have the funds to acquire it, without taking on debt? Whether you place your money in a piggy bank, or in a multinational investment house, our aims are broadly the same; to provide for our future needs, and to protect ourselves against unexpected causes of expenditure.

For more, see our investments page.

Pensions

Pensions are, of course, designed to provide you with sufficient money to live comfortably after you have retired from work. There are many different ‘tools’ used to save for retirement and the taxation and investment elements of pensions can appear baffling. Copthorne Financial Services Ltd. specialise in explaining, recommending and monitoring pensions for you.

For more, see our pensions page.