About CopperHouse Financial Limited

We provide individual bespoke advice based on your personal or business requirements and aspirations, try us out.
CopperHouse Financial Ltd is a small team of advisers with offices in Chelmsford . We are dedicated to developing long term relationships with all our clients. We find that once people decide to use our services they rarely go elsewhere.Established in 2008 we are directly regulated by the Financial Conduct Authority. We operate with complete Independence and without panel restrictions. Our ethics, interest, knowledge base and professionalism all help us to provide well rounded, personal and plain English solutions to all aspects of financial planning.Should your planning needs be outside of our extensive knowledge and regulatory approvals and therefore require specialist input we are also blessed with some excellent local contacts with accountants and solicitors.We believe in the value of joined up thinking this is more than just an annual review, and about really engaging with our Clients. Money is important and that's what you are asking us to look after. Therefore the journey is constant and we pay great attention to markets and news that supplement the fundamental planning process.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • :
  • Long term care

  • Mortgages:
  • Mortgage protection
  • Buy my next home
  • First time buyers
  • Buy to let
  • Remortgage
  • Equity release
  • Right to buy
  • High loan to value
  • Self employed
  • Flexible

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