Go IFA

At Copper-Plate IFA, our mission is to provide individuals and families with tailored financial solutions to achieve their long-term goals. As a Chartered Financial Adviser, I, Colin Johnson, possess extensive experience in the financial industry, enabling me to offer expert guidance and support to my clients. With our comprehensive range of services, we take pride in delivering personalized advice to suit our clients' unique financial needs.

Our Services

We understand that every individual has unique financial circumstances and objectives. To address this, we offer a diverse range of services designed to cater to the distinct needs of our clients. Our services include:

Estate Planning

Our estate planning service provides a tailored approach to ensuring that your estate is distributed according to your wishes. We take the time to understand your goals, values, and priorities, and work with you to create a plan that reflects your needs.

Mortgage Advice

Whether you're looking to purchase a new property or refinance an existing mortgage, our mortgage advice service is designed to help you find the most suitable mortgage solution for your specific circumstances.

Investment Advice

Our investment advice service is geared towards helping you achieve your financial goals by providing a personalized investment strategy tailored to your risk tolerance, financial objectives, and time horizon.

Equity Release

If you're looking to release some of the value tied up in your property, our equity release service can help you explore your options and make informed decisions about your financial future.

Pension Advice

Our pension advice service is designed to help you make the most of your pension fund. Whether you're looking to maximize your retirement income or optimize your tax efficiency, we're here to guide you through the complexities of pension planning.

Business Protection

As a small business or entrepreneur, it's essential to have a comprehensive business protection plan in place. Our business protection service can help you protect your business and its key people by providing customized insurance solutions.

Additional Services

In addition to our core services, we also offer a range of additional services, including annuities, open market options, enhanced annuities, and with-profit annuities, to name a few.

Why Choose Us?

At Copper-Plate IFA, we pride ourselves on providing unbiased, expert advice and guidance. Our commitment to delivering exceptional service is reinforced by our Chartered Financial Adviser status, which is only awarded to financial professionals who meet stringent requirements. Our extensive experience and industry knowledge enable us to provide informed and tailored advice, tailored to your unique circumstances.

If you're looking for trusted and personalized financial advice, we invite you to book a free initial consultation with us. During this consultation, we'll discuss your financial goals, objectives, and concerns to create a personalized plan that suits your needs.