About Us
Being a team of experienced, client-driven financial advisers, Copestone Wealth Management recognises the need for clients to understand more about us, before we learn about them and their finances. Our client-driven approach to wealth management means that we acknowledge the invaluable nature of forming highly personal relationships. Find out more about our expert financial advisers below.
I am a Chartered Financial Planner with over 20 years’ worth of industry experience and am qualified to the industry’s highest standard as a Fellow of the Personal Finance Society.
My goal is to always deliver a thoroughly professional service when managing my clients’ ongoing financial affairs; whether it’s an individual or a family’s financial plan.
I enjoy dealing with a diverse range of clients and understand that each client has their own specific needs and unique objectives. We ensure that we tailor our services to different clients, providing the empathy required to anticipate and accommodate for their changing life circumstances.
My specialisms include offering a broad range of financial advice, such as education, retirement advice, protection or investment planning, and saving for the short-term, or long-term future. As we develop direct, personal relationships with our clients, this enables us to develop a deeper understanding of their needs and objectives, as well as to react promptly to circumstantial changes.
Outside of work, I enjoy spending time with my wife and two young children; escaping occasionally to go fishing or play golf!
I am a Chartered Financial Planner through the London Institute of Banking & Finance (LIBF) and I have been working in the financial advisory industry for over 18 years.
Specialising in working with entrepreneurs, SME business owners, intergenerational family wealth, and individuals seeking financial guidance, I provide personalised financial advice and investment solutions to my clients and their families.
The highlight of my job is spending time with clients, building their financial plans, and working together to bring these to fruition. I also work in conjunction with my clients’ other professional advisers, such as their lawyer or accountant, to ensure we are all equally informed of their financial affairs.
Before becoming a part of the team at Copestone Wealth Management, I previously worked for both independent financial advisory firms and large national wealth managers.
Outside of work, I have a young family who I enjoy spending time with. When I’m not juggling family life, you will find me out on the road as a keen cyclist.
Alex is a Chartered Associate of the London Institute of Banking & Finance (LIBF), with over 20 years’ experience delivering financial planning solutions to clients.
Alex manages financial planning matters in a diligent and transparent fashion, thoroughly understanding a clients affairs through proactive engagement and personal relationships, built on delivering results.
Alex has a particular emphasis on goal based financial planning, helping clients to arrange their financial affairs, targeting and improving outcomes. Typically, objectives revolve around wealth preservation, growth, income structuring and tax planning.
Alex has considerable experience working across a range of industries to identify and implement solutions for personal, corporate, trust and charity clients.
I started working in the Financial Services industry as a PA in 1996, during which time I met some of the team I am still working with now at Copestone.
After 26 years as a PA I took on the role as Operational Assistant, enjoying the variety of work and challenges it brings.
Outside of work I have 3 children and although 2 of them are now adults, they all keep me very busy! I love spending time with the family playing board games and walking our dog over the woods. In my free time I enjoy swimming and badminton.
I started in the finance industry as a post boy before quickly moving up the ladder to financial adviser support. After 10 years of honing my product knowledge and adviser support skills, I accepted a friends job offer in Nairobi. I then spent the next 18 warm months working in marketing for a property developer.
On return to the UK I joined another IFA in an adviser support role and having been working with the same team ever since.
Outside of work I have a young family that likes to keep me awake at night, a husky that’s had two cruciate knee operations and an allotment! At the weekends, you will find me either at the allotment or helping out at my wife’s festival food stall.
I started my career in Cardiff as an annuities analyst, I have now been working in financial services in the City for over 9 years, working in both small and larger advice firms alongside many of the team we have here at Copestone.
I began my career in the City as an administrator before moving on to an assistant investment strategist role, and I have now progressed to a paraplanner obtaining a Level 4 Diploma in Financial Services qualification on the way. I am currently working towards the Advanced Diploma in order to achieve Chartered Financial Planner status and look forward to developing my career further at Copestone Wealth Management, where I will continue their strong client focus and holistic approach to financial planning.
Outside of work, I enjoy spending time with my family and friends, playing guitar, riding motorcycles and going to sporting events.
I started my career in financial planning back in 2002, where I worked as a Premium Adviser at NatWest Bank, followed by experience as a Mortgage Adviser with Alliance and Leicester for a couple of years and a short stint as a Savings and Investments Manager with RBS. I came to realise that my expertise lay in the technical side of things and commenced my path to paraplanning in early 2008. I joined Copestone Wealth Management in October 2022 having attained my chartered financial planner status earlier that year. Here, I hope to continue to help maintain the high standards of care and advice we provide to our clients, ensuring that we are doing all that we can to help our clients attain their financial goals and objectives.
Outside of work I am a Beavers leader within the Scouting community and currently a secretary for my daughter’s high school PTA, having chaired her primary school PTA for 6 years. I also enjoy travelling and spending quality time with my family.
I have over 20 years’ experience in the industry working alongside some of the team for 10 of them. What started out as an apprenticeship as a junior administrator, grew quickly into a full time adviser support role at a local independent firm in North London. I then moved to the City into a senior management position heading up the adviser support team, and then part of a special projects team at a large national wealth manager.
I have always been client focused and look to build strong client relationships.
Outside of work I have 2 young children who keep me very busy. When I do get some time away, I enjoy most sports but I am a big football fan and a keen runner (having completed the London marathon a few years back!).
I’ve worked in client service for over 25 years, and I still genuinely enjoy helping people and building strong, lasting relationships. I believe in being approachable, dependable, and making sure clients always feel supported.
I live by the seaside, which I really enjoy—it’s a lovely place to call home, with fresh sea air and a slower pace that helps me switch off from the busy day-to-day. Outside of work, I spend a lot of time with my young nephew, who keeps me smiling and on my toes. I also enjoy taking short breaks away whenever I can— they give me a chance to switch off and see new places.
I have been working in Financial Services for over 10 years supporting financial advisers in both small and large practices. I started working in an administration role before obtaining my Level 4 Diploma in Regulated Financial Planning and becoming a paraplanner in 2015.
Since then I have continued to study gaining further qualifications in Discretionary Investment Management while continuing to work towards my Level 6 Advanced Diploma and becoming a Chartered Financial Planner.
Although my playing days are behind me, I enjoy watching rugby when not spending time with my young family.