Testimonials

Testimonials

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“My wife and I can’t thank the team at Copthorne enough for what they have done for us in organising and managing our pensions, ISAs, mortgage and wills. They significantly reduced our mortgage rates, as well as setting up multiple pensions and ISAs, ensuring we are investing appropriately. They deliver a very personal service and talk in simple, non-technical terms.

They took the time to fully understand us and what our life goals were, and we now have financial security going forward for our retirement, living the life we want to live. In fact, Nick encourages us to spend more money enjoying ourselves!

I think what Copthorne have done for us is nothing short of a miracle! I have unreservedly recommended them to all of my family, and would also do to anybody who wants long term financial security.”

Joe White

“If someone is in the position where they need some financial advice, Nick is calm, realistic and looks at you as a whole person – so finding out where you want to be in the future and what is needed to do this. It is a very personal service.

Copthorne’s support has got us to the point where my husband was able to semi-retire, much earlier than we were expecting. We’ve achieved some of our bigger goals, like taking our grandchildren abroad; and smaller ones making the most of the day to day. All of that has been possible because of Nick’s support.”

Lorna Goff

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copthorne-lifeplan-favicon

“Working with the Copthorne team has given me peace of mind. They have a personal approach and turn your perceived focus on financial planning on its head. Most people focus on the money, but they make you think about your life and what you want going forward. They make you think differently about it.

I wanted the freedom to have a flexible early retirement. Nick gave me the confidence to semi-retire five years ago, and I am so grateful to him for that. Doing consultancy, whilst also doing other things in my life, has given me a quality of life I didn’t expect to achieve.”

Katherine Hopkins

If you’d like to learn more about how we can help you, give us a call on 01344 875 310.

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need-help-with-estate-planning

Need help with updating your Will, or setting up a Trust or Lasting Power of Attorney?

Maybe you need some support with handling probate? Or you have a loved one faced with long term care?

We can help.

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need-help-with-your-finances

Need a mortgage, but struggling with what product to choose? Do your pension arrangements need reviewing?

Are you still invested appropriately? Have you got the right protection in place for you, your family and your business?

We can help.