Welcome to Copper Rock Financial Planning

At Copper Rock Financial Planning, we provide bespoke wealth management advice to private and corporate clients in and around Cornwall and South Devon. We take away the frustrations of financial planning; we offer both personal attention and over 12 years of experience to meet all your financial goals.


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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Copper Rock Financial Planning LLP is a Limited Liability Partnership registered in England and Wales, Number 09217745 Registered Office: Woodbine Farm Business Centre Truro Business Park, Threemilestone, Truro, Cornwall, TR3 6BW.