“Copthorne are an approachable company that looks in depth at what you require from your investment funds.

I now have the confidence that if something happens to me first, Copthorne will look after my wife’s interests and help her.”

Stephen Rees

“It’s the personal service that Copthorne delivers that really makes them stand out.

Nick is always happy to listen and offer advice, but isn’t pushy. He is very patient about explaining things, even if it takes some time for me to consider next steps.

I wanted to ensure my financial position was secure in retirement, and it is. My wife is younger than me, so it was also important she was protected and looked after in the future, and again I’m confident we have achieved that. I’m very grateful to the team.”

Paul Brand


If you would like to learn more about how we can help you, give us a call on 01344 875 310 and let’s arrange a chat.


Instead of building dreams, we want you to build memories. We’ll help you to turn your dreams into reality.

Create that bucket list, and let’s talk about how you can start ticking off your list…


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