Copthorne Financial Services Limited was established in January 2007 with the aim of providing high-quality financial advice to private clients and small/medium-sized companies. That remains our key objective today, as this ethos continues to strike a chord with an appreciative client base.
First and foremost, we always place you the client 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.
Professionalism – By combining financial planning, investment management and many years of professional experience, we take the guesswork out of personal and business finances.
Breadth of choice – We can access the entire market to review all products available and thus produce a bespoke solution to match your aims and objectives.
Refined planning – Our investment planning strategy is a scientific and logical process designed to help you to make ‘sensible’ investment decisions.
Long-term service – We will provide you with a fee-based, long-term personal service that deals with your financial planning, investments and administration needs.
Company Details
- Employees
- 2
- Founded
- -
- Address
- The White House, 53-55 High Street,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- copthornefs.co.uk
- HQ
- Egham, Surrey
Copthorne Financial Services Questions
Copthorne Financial Services's website is copthornefs.co.uk
Copthorne Financial Services's LinkedIn profile is https://uk.linkedin.com/company/copthorne-financial-services
Copthorne Financial Services has
2 employees.
View email and phone details for 2
employees at Copthorne Financial Services.
Copthorne Financial Services's industry is
Financial Services
Copthorne Financial Services's top competitors are
Triple Point,
Bmi Country Risk & Industry Analysis,
Flm,
Elmsway Lifeplan,
Attivo,
Plfm Ltd,
Beechcroft Developments,
Minerva Analytics Ltd,
Soma By Prenetics,
Kivue Limited.
Copthorne Financial Services's categories are Financial Services
Copthorne Financial Services's founding year is 2007
