Our Services

At Copestone Wealth Management, we offer a range of services when it comes to your finances. With a team committed to your objectives and to offering leading solutions, we are able to provide services that are in line with your future aspirations.

Need a clearer vision for your finances? Copestone Wealth offers the following services:

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Wealth Management

We offer bespoke advice and guidance when it comes to your finances. At Copestone Wealth, we develop highly personal relationships and listen to your finance-related queries in order for you to meet your financial objectives.

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Investments

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 so that you can make informed decisions when it comes to your finances.

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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. At Copestone Wealth, we value our clients and their families, which is why we are committed to providing you with security and financial protection you can rely on.

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Tax and Estate Planning

At Copestone Wealth, we provide you with specialist advice on property and managing your taxes. Our team will take the time to listen carefully to your requirements and guide you towards your objectives, regardless of whether you are a first-time buyer, downsizing or planning your financial legacy.

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Pensions and Retirement

Everyone pursues a different life journey, which is why we know that our clients’ retirement objectives will vary. At Copestone Wealth, we provide you with effective retirement and pension planning, so that you can enjoy life, knowing that your finances are under your control for the future.

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OUR SERVICES

About our Advice

We provide an holistic financial advice service to individuals. Our investment process is unbiased, multi-asset, actively managed and diversified across regions and sectors. Because we primarily promote Close Brothers products, we are classed as providing restricted advice. However, if Close Brothers do not provide a suitable investment solution to meet your needs, or you prefer another option, we can recommend investments from other firms supported by a rigorous research process.

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