ABOUT US
Why Copestone?
When we get asked about what we offer here at Copestone Wealth Management, the answer is simple – we provide you with bespoke, financial advice that allows you to achieve your goals. This could reach across the personal finance spectrum, from financial independence to security over retirement. We recognise that taking a client-centred approach to finances is essential, which is why we offer you personalised solutions that match your objectives and your timeline. As a team of professional financial advisors, we remain committed to achieving the best possible outcomes for all of our clients, taking into consideration all of their needs and aspirations.
CORE VALUES
Our values reflect our clients
At Copestone Wealth Management, planning is imperative to achieving the best possible outcomes for our clients. We plan in the present to create a mould for the future. By adopting a client-centred approach and logical, strategic solutions when it comes to property, pensions, investments, or day-to-day management of your finances, Copestone Wealth Management offer stability and communication throughout the whole process.
Personable
Trusted
Efficient
Dynamic
Knowledgeable
CORE VALUES
Our values reflect our clients
At Copestone Wealth Management, planning is imperative to achieving the best possible outcomes for our clients. We plan in the present to create a mould for the future. By adopting a client-centred approach and logical, strategic solutions when it comes to property, pensions, investments, or day-to-day management of your finances, Copestone Wealth Management offer stability and communication throughout the whole process.
Personable
Trusted
Efficient
Dynamic
Knowledge-able
OUR SERVICES
How we help
We believe that, despite living in the digital age, that there is no substitute for face-to-face interaction. At Copestone Wealth Management, developing meaningful relationships with our clients lies at the forefront of our process. We ensure that we work closely with our clients, always listening and understanding their vision. As a team, growth and understanding are pivotal when it comes to creating financial plans, which is why working collaboratively helps us to achieve results that are in the best interests of our clients. By developing highly personal relationships with our clients, combined with expert knowledge and professional advice, Copestone Wealth Management offers tailored financial solutions that are goal-based and give you the opportunity to flourish.
Investment Advice
If you want to start making investments for your future, or the future of your company, then we provide you with the necessary guidance and support.
Retirement
Everyone pursues a different life journey, which is why we know that our clients’ retirement objectives will vary. We provide effective retirement and pension planning.
Wealth Management
We offer bespoke advice and guidance with a holistic approach to your finances. We develop highly personal relationships and listen to your finance-related queries.
Protection
With our team of expert financial advisors, we provide clients with successful solutions, whether it’s for their insurance needs or advice on Inheritance Tax.
Tax and Estate Planning
At Copestone Wealth, we provide you with advice on tax and estate planning. Our team will take the time to listen carefully to your requirements.
* All investments carry risk and you could lose money. Tax benefits depend on individual circumstances, and tax rules can, and do, change.
Speak to a member of our team on 020 7380 4940
Find out how we can give you peace of mind, through organising your finances and helping you to achieve your goals
* Please note calls may be recorded
Our Insights
Copestone Wealth Management offers bespoke financial solutions that are goal-based and give you the opportunity to flourish
