I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service.
Based in Truro, I provide wealth management advice to clients both within Cornwall and South Devon.
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 and / or gain financial protection against risk.
Outside of my business, I am a keen golfer and have completed the London and New York Marathons.
Charity is also important to me and I regularly participate in charity events throughout Cornwall.
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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.