About Copper-Plate IFA

Our advice is based on listening to your needs and objectives and then creating with you a comprehensive financial plan
Copper-Plate IFA are an experienced team with its Head Office based in Warrington and advisers located throughout the UK.We offer high quality, jargon free independent advice including pensions, investments, mortgages, life assurance and general taxation planning to individuals, companies and trusts.
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:
  • Commercial mortgages
  • 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:
  • Buy my next home
  • Equity release

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