We are a regulated independent financial planning and family office business, based in the stunning spa town of Harrogate, nestled in the heart of the beautiful Yorkshire dales. Although many of our clients have family roots embedded in Yorkshire, we work with families and individuals far and wide.
Coppice provides a range of services grouped under two distinct offerings; Wealth and Family Office.
Coppice Wealth provides clients with regulated independent financial advice. As an independent financial planning business we advise on areas such as; investments, retirement and protection, with specialist knowledge in intergenerational planning.
Coppice Family Office provides families with independent consultancy services, looking after wealth and wider interests. Along with managing investments, we are also able to manage other assets such as estates, properties, structures, yachts, and aircraft, whilst providing further services such as staff management and travel arrangements. We may act in a personal capacity as trustees, non-executive directors, or executors or simply sit on the same side of the table as the family in conversations as their representatives. This can include; tax, legal, insurance, family governance, charity & philanthropy.
Coppice Wealth is a trading style of Oculus Wealth Management (Coppice) Ltd which is an appointed representative of Oculus Wealth Management Ltd, 2 Grove Park Court, Harrogate, HG1 4DP, a company authorised and regulated by the Financial Conduct Authority.
Company Details
- Employees
- 1
- Founded
- -
- Address
- Harrogate, Gb
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.coppicewealth.com
- Keywords
- Family Office, Wealth Management, Financial Planning, Holistic Advice, Consultancy, Intergenerational Wealth, Philanthropy, Non-Executive Director, Trustees, Inheritance Tax.
- HQ
- Harrogate
Coppice Questions
Coppice's website is http://www.coppicewealth.com
Coppice's LinkedIn profile is https://uk.linkedin.com/company/coppicewealth
Coppice has
1 employees.
View email and phone details for 1
employees at Coppice.
Coppice's industry is
Financial Services
Coppice's categories are Financial Services
Coppice's founding year is 2024
