Verified email-pattern data for Elmsway Lifeplan is currently limited. You can still use the company insights and contact sections below.
We want you to share your dreams with us - that's always our starting point. Then it's up to us to take your bucket list and work hard to make it become a reality.
The more you share, the better – it gives us the chance to get to know you, and what makes you tick.
Then we start collating information. Everything you already have – pensions, mortgages, loans, shares and investments, savings, additional incomes, salaries – anything and everything money related.
We are also interested in your current lifestyle. How do you live right now – what is your regular expenditure? What are your non negotiables? What could you live without, and what would you prefer to live without?
We pull together the figures, and run algorithms to see what state your finances are in currently, and where they are projected to be in the future.
We always take a prudent approach here – assuming low growth rates. We are the realists, we leave the dreaming to you!
When we present back to you, we talk about your options. It’s likely we will be making recommendations of what to do next.
That might look like changing your mortgage, or moving your investment funds, or reviewing your pension. We handle any of those services through our sister business – Copthorne Financial Services.
Your will might need tweaking, or even a re-write, and you may well want to set up trusts to protect your loved ones and your assets. This would be handled through Copthorne Legal Services.
We work with you on a fee basis, constantly tweaking your plan as your dreams and ideas change. We also make adjustments according to how your finances are performing. It is a continuing process, because everything will change over time.
So, if you want to change your one day to reality, maybe it’s time to call us on 01344 875 310.
Company Details
- Employees
- 2
- Address
- The White House, 53-55 High Street,united Kingdom
- Industry
- Financial Services
- Website
- http://www.copthornelp.co.uk/
- Keywords
- Egham.
- HQ
- Egham, Surrey
Elmsway Lifeplan Questions
Elmsway LifePlan's website is http://www.copthornelp.co.uk/
Elmsway LifePlan's LinkedIn profile is https://uk.linkedin.com/company/elmsway-lifeplan
Elmsway LifePlan has
2 employees.
View email and phone details for 2
employees at Elmsway LifePlan.
Elmsway LifePlan's industry is
Financial Services
Elmsway LifePlan's top competitors are
The Allica Bank Great British Entrepreneur Awards & Community,
Scentsy, Inc. (Corporate Office),
Sudlows Consulting, A Kent Company,
Copthorne Financial Services,
Goodbody.
Elmsway LifePlan's categories are Financial Services
Explore related pages
Related company profiles:
Companies like Elmsway LifePlan
Top Elmsway LifePlan Employees
-
Nick Blackford
Providing Financial Advice To See You Through Life'S Biggest Changes
Runnymede, England, United Kingdom, United Kingdom1copthornefs.co.uk
Free Chrome Extension
Find emails, phones & company data instantly
Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Aero Online
Your AI prospecting assistant
Select data to include:
Total price:
$0.00
0 records × $0.02 per record
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 10 free credits.
Search the #1 Contact Database
Get contact details of over 750M+ profiles across 60M companies – all with industry-leading accuracy. Sales Navigator and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.