Barbara Copeland Wealth Management

About Us

Hillsborough Financial Management Ltd is a partner practice of St. James's Place Wealth Management plc, authorized and regulated by the Financial Conduct Authority. We are committed to providing individuals, families, and businesses with holistic wealth management and financial planning solutions. With a focus on building and maintaining long-term relationships, we empower our clients to achieve their financial goals and secure their financial future.

Our Approach

We take a personalized approach to understanding your financial goals, risk tolerance, and aspirations. Our comprehensive wealth management services cover every aspect of your financial life, including:

• Wealth planning: Creating a tailored financial plan to meet your unique needs and aspirations.
• Investment management: Implementing a diversified investment portfolio aligned with your risk profile and financial goals.
• Retirement planning: Optimizing your retirement plans and maximizing your contributions.
• Tax planning: Minimizing your tax burden through strategic planning and mitigation techniques.
• Estate planning: Protecting your assets and ensuring your financial well-being after your death.

Our Expertise

Our experienced team of qualified financial planners and investment specialists possess extensive knowledge and expertise in various financial areas. We stay abreast of industry trends and regulatory changes to provide you with the most current and relevant advice.

Client Testimonials

"Barbara Copeland has been an invaluable asset in navigating my financial journey. Her honesty, trustworthiness, and personalized approach have been truly exceptional." - Pat Lawther, Retired Comp. Supervisor, Lisburn

"The support and guidance from Hillsborough Financial Management have been invaluable. They helped me plan for my retirement and ensure my financial security." - Lorna Doherty, Retired Public Servant, Newtown Abbey

Our Commitment

At Hillsborough Financial Management Ltd, we are committed to building lasting relationships with our clients. We provide personalized attention, regular updates, and ongoing review and adjustment of your financial plan to ensure it remains aligned with your changing life circumstances and goals.