About us

Copper Rock Financial Planning offers face-to-face advice and specialises in meeting the financial needs of people who have created more capital, or who earn higher incomes than average and whose circumstances are therefore more complicated than average. 

We offer a personal wealth management service, we do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to: 

  • Build or preserve wealth
  • Manage cash and borrowings;
  • Gain financial protection against risk

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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.