Face-to-face

in a digital world

Our Approach

Copestone Wealth Management was created by a team of experienced financial advisers who saw that the world was changing and believed there was a better way to deliver for our clients. We remain committed to delivering high quality, goal-based financial planning but with the enhancements that come through the embracing of technology. All of our advisors provide logical, strategic pathways to ensure that our clients have access to the best solutions.

What is it that makes our approach different to our competitors, then?

A client-centred approach

We value the input of our clients and their objectives when it comes to their finances. This is why we develop highly personal relationships with each of our clients – ensuring that they are listened to and are aware of all of their options.

Goal-based financial planning

Planning is pivotal when it comes to arranging yours, or your company’s, finances. This is why we offer support and guidance in order to map out a plan that suits you and your needs.

Face-to-face in a digital world

Technology is crucial to the modern working climate but we believe that real life interaction remains essential when it comes to developing financial plans.

Our Approach

Copestone Wealth Management was created by a team of experienced financial advisers who saw that the world was changing and believed there was a better way to deliver for our clients. We remain committed to delivering high quality, goal-based financial planning but with the enhancements that come through the embracing of technology. All of our advisors provide logical, strategic pathways to ensure that our clients have access to the best solutions.

What is it that makes our approach different to our competitors, then?

A client-centred approach

We value the input of our clients and their objectives when it comes to their finances. This is why we develop highly personal relationships with each of our clients – ensuring that they are listened to and are aware of all of their options.

Goal-based financial planning

Planning is pivotal when it comes to arranging yours, or your company’s, finances. This is why we offer support and guidance in order to map out a plan that suits you and your needs.

Face-to-face in a digital world

Technology is crucial to the modern working climate but we believe that real life interaction remains essential when it comes to developing financial plans.

At Copestone Wealth, planning is imperative to achieving
the best possible outcomes for our clients

When clients contact us, we have a five-step checklist to ensure client satisfaction and peace of mind.

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Plan

We develop a plan alongside the client to see what is best for their aspirations and objectives. An investment plan will differ to a retirement plan, for instance, which is why we take the time and commitment to establish your goals first.

*All investments carry risk and you could lose money.

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Monitor

At Copestone Wealth Management, we know that staying on track with a plan isn’t always easy. This is why we provide on-going support to provide you with peace-of-mind that we will navigate you through an ever-changing landscape.

 

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Recommend

Being a team of experienced financial advisers, we offer you bespoke advice with your interests at the forefront.

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Implement

We put your plan into action to enable you to focus on your priorities and benefit from our wealth management services.

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Our Process

We explain and discuss our process with our clients before we begin with any further planning, meaning that they are aware of our protocols and timeframes.