Copthorne Financial Services Ltd

Copthorne Financial Services Ltd Providing Independent Financial Advice to private clients and small medium sized businesses in the a

Are you celebrating this weekend? We hope you have a lovely extended Jubilee Bank Holiday weekend with friends, family a...
02/06/2022

Are you celebrating this weekend?

We hope you have a lovely extended Jubilee Bank Holiday weekend with friends, family and loved ones.

Is an annuity the right investment choice for you? Do you even know what an annuity is?Check out this month's article to...
17/05/2022

Is an annuity the right investment choice for you? Do you even know what an annuity is?

Check out this month's article to find out more about annuities and some things for you to consider before making a decision.

https://copthornefs.co.uk/what-is-an-annuity/

Hoping all of our clients get chance to relax and unwind this Bank Holiday. Whatever you have planned - enjoy!
30/04/2022

Hoping all of our clients get chance to relax and unwind this Bank Holiday. Whatever you have planned - enjoy!

Wishing you and your loved ones a wonderful Easter.
15/04/2022

Wishing you and your loved ones a wonderful Easter.

Do you know where all your pension plans are? Do you have the details stored in case you need to contact them?As life ch...
18/03/2022

Do you know where all your pension plans are? Do you have the details stored in case you need to contact them?

As life changes - we change job, move house and so on - it's easy to lose track of everything. And remember to keep everyone updated when your circumstances change.

This month we look at finding lost pension plans on the blog...

https://copthornefs.co.uk/finding-lost-pension-plans/

Today is the start of Credit Education Month.While this might have originated in the US, we are huge fans of spreading t...
01/03/2022

Today is the start of Credit Education Month.

While this might have originated in the US, we are huge fans of spreading the word about the importance of any kind of financial education.

Credit education is focused on understanding how to gain and maintain a good credit score. What good credit is, and that not all debt is bad.

If this is something you'd like to learn more about, please contact us. We'd love to schedule a chat.

Happy New Year!We hope 2022 will be prosperous, successful and kind to you.
01/01/2022

Happy New Year!

We hope 2022 will be prosperous, successful and kind to you.

Wishing all of our clients a very Happy Christmas.Thank you for your support during 2021.With best wishes from all of th...
24/12/2021

Wishing all of our clients a very Happy Christmas.

Thank you for your support during 2021.

With best wishes from all of the Copthorne Team.

Address

53 High Street
Egham
TW209EX

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4pm

Telephone

+441344875310

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