About Us

Established in February 2007, the team at Copthorne Financial Services have many years’ experience providing practical financial planning advice to people, families and businesses.

We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

At Copthorne Financial Services, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.

Meet the Team

Nick

About Nick

Director

Nick specialises in “Lifestyle Financial Planning”. Nick likes to help clients generate a Financial Plan to achieve their goals and aspirations. The Plan needs an ongoing review service to make sure that the clients are still on course to meet their end goal and maintain their “Lifestyle” and live without the fear of running out of money in their lifetime. Nick has over 30 years of Financial Planning experience. Nick has generated a wealth of knowledge in Financial Services and helps to translate the complex areas of Pensions and Investments into simple and easy to understand language to his clients. Nick likes sport and enjoys his leisure time with a round of golf either in the UK or abroad in Spain.

Russell

About Russell

Russell joined the financial services industry in 1988, initially working as the ‘Man from the Pru’. Russell went on to specialise in all forms of Mortgage and Protection and is now considered an expert in that area. It was Russell’s interest in property and taxation that led to the natural appetite to add Estate Planning as a specialised skill and a more bespoke planning service for his clients. In his spare time, Russell is an avid football fan and weekends are generally taken up with his five children and a recent new addition – an eight week old chocolate Labrador.

Mandy

About Mandy

Mandy has worked in the Financial Services Industry for over 10 years & joined the Copthorne team in 2011 assisting mainly with mortgages but more recently assisting with the Will Reports and processing of the documentation. She enjoys helping clients and keeping them updated through the whole process from application to completion trying to make it as smooth as possible for them. She enjoys walking, meeting up with friends & family and trying to have as many holidays as she can!

Karen

About Karen

Having previously worked in Administration for many years, Karen moved into Financial Services in 2011 and joined the Copthorne Administrative team in May 2014. Karen provides general administration support to the office. Karen also enjoys DIY, going to the theatre and gardening.

Zoe

About Zoe

Zoe joined the Copthorne team in May 2014 as a Client Account Executive. Zoe’s role focuses on analysing and processing pension and investments along with general admin support. Zoe finds preparing client reports satisfying and enjoys pension research. In her spare time, Zoe likes to experiment in the kitchen with new dinner and dessert recipes.

Want to know more?

Call us for a friendly chat on 01344 875310 or email: info@copthornefs.co.uk