Go IFA

At Copper-Plate IFA, we are dedicated to providing our clients with expert financial advice and guidance to help them achieve their financial goals. Our team, led by Colin Johnson Chartered MCIS Dip Pfs, has many years of experience in the industry, and we pride ourselves on our friendly, professional approach to financial planning.

Our Services

As a comprehensive financial services provider, we offer a wide range of services designed to meet the diverse needs of our clients. Whether you are looking to plan for retirement, protect your business or individuals, or plan for the future, we have the expertise and knowledge to help you achieve your financial objectives.

Estate Planning

Our estate planning services help you to protect and manage your assets, ensuring that they pass smoothly to your loved ones. We will work with you to create a personalized estate plan that meets your specific needs and goals.

Mortgage Advice

Our experienced mortgage advisors will work closely with you to understand your mortgage needs and provide expert guidance on the most suitable options for you. We will help you navigate the complex mortgage market and find the best deal for your individual circumstances.

Investment Advice

At Copper-Plate IFA, we understand the importance of smart investments in achieving your financial goals. Our team will work closely with you to develop a personalized investment strategy that meets your risk tolerance, financial goals, and investment horizon.

Pension Advice

Our pension advisors will help you make informed decisions about your pension, ensuring that you get the best possible outcome from your retirement savings. We will work with you to create a customized pension plan that meets your needs and goals.

Business Protection

At Copper-Plate IFA, we recognize the importance of protecting your business. Our business protection services will help you to safeguard your business and family against unforeseen events, ensuring that you are prepared for the unexpected.

Additional Services

In addition to our core services, we also offer a range of additional services designed to support you on your financial journey. These services include:

• Annuities: We will work with you to create a personalized annuity plan that meets your specific needs and goals.
• Open Market Option: Our experienced advisors will guide you through the open market option process, ensuring that you make the best possible decisions for your financial future.
• Enhanced Annuities: Our team will work closely with you to create a customized enhanced annuity plan that meets your individual needs and goals.
• With Profit Annuities: We will help you to create a personalized with profit annuity plan that meets your specific financial objectives.

At Copper-Plate IFA, we pride ourselves on our commitment to providing exceptional service and expert guidance to our clients. We believe that financial planning is not just about saving money, but about achieving your long-term goals and securing your financial future.

Book Your Free Initial Consultation

To get started on your financial journey, or to learn more about our services, please book a free initial consultation with one of our expert advisors. We look forward to working with you to achieve your financial goals.