Personal Planning
With our approach to the planning process you should never find yourself
doing something you are not sure about or do not fully understand.
Independent Mortgage Advice
Everyone dreams of owning their very own mud hut,
well our job is to make that dream come true.
Corporate Planning
We offer a well rounded approach to corporate planning so that all aspects
of your corporate needs and wants are taken into consideration.
Personal Planning
Some people may find personal financial planning a confusing and daunting prospect. At CopperHouse Financial we offer a well rounded approach to planning so that all aspects of your situation, needs and wants are taken into consideration before offering advice.
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Independent Mortgage Advice
Everyone dreams of owning their very own mud hut, well our job is to make that dream come true in the most cost effective, flexible and pleasurable way.
Read more →
Corporate Planning
At CopperHouse Financial we also offer a well rounded approach to corporate planning so that all aspects of your corporate needs and wants are taken into consideration before offering advice.
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What we Offer
Where appropriate we can combine our knowledge and experience of investments and taxation with that of our accountancy and legal connections to provide you with a complete package under one roof.
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About Us
At CopperHouse Financial we offer high quality bespoke independent financial advice to individuals and companies. Based in Chelmsford we have been successfully growing our IFA practice since 2001 and aim to expand the practice further as opportunities arise. We take into consideration all aspects of your needs both on an individual and corporate basis before offering advice so that the solutions presented are not only totally appropriate but also clear and easily understood. If you live or work in the county of Essex, London Region or indeed anywhere and need an IFA or Independent Mortgage Broker then look no further, contact us for a free and informal discussion on all matters financial.
Frequently Asked Questions
What type of services do you offer?
We offer the following services:
How much will it cost?
The first meeting is free and without obligation to establish rapport & understanding. Further cost may be met by either fees or commission, (depending on the nature of the product or service) or a combination of both by mutual agreement. From 1st January 2013 commission is generally no longer available on investment and pension products and services and therefore our fee structure will apply.
You will be made aware of any costs before those costs are accrued and any commissions or procurations fees payable before any work is done on your behalf. For more details please visit our fees and policies page.
What makes you different?
We find that once people decide to use our services they rarely go elsewhere! As we would wish our clients to feel comfortable and happy we also like to be so and therefore reserve the right to present a relaxed and on occasion informal front to include casual clothing where appropriate.
As CopperHouse Financial, through a process of transparency and true impartiality, we are here to provide the clarity that you need.
All staff are fully qualified and have a wealth of experience from working in the private sector and from time spent with various high profile accountancy firms.
Why Choose CopperHouse Financial ?
Experienced
Over 20 years of industry experience and strongly committed to our own professional development within Financial Services.
Relaxed
We strive to keep our customers relaxed and happy!
Qualified
All staff are fully qualified and have a wealth of experience from working in the private sector and from time spent with various high profile accountancy firms.
Testimonials
Here’s what just some of our clients have said about us:
I find both CopperHouse Financial and Guy Hammett our Financial Advisor first class, they have a very open and honest attitude, also their fee’s/charges are competitive but fair.
The service that both my wife, and myself have received has been prompt and without any problems. Whatever area within our portfolio both the company and advisor are efficient and capable.
Mr D Murphy & Mrs LM Murphy
Guy at CopperHouse Financial has looked after my pension, life assurance, and mortgages for approx. 15 years during which time he has provided sound advice and explained things to me in layman’s terms.
I have been so impressed that he now deals with my son’s mortgage and insurance requirements.
Stan Bakowski
Guy Hammett at CopperHouse Financial has advised us for many years. He has taken great care to establish an understanding of our financial position and our current and future requirements. Whether it’s a question of investments, property, inheritance tax planning, pension provision, or how to make the most efficient use of pension and investment income, he has always given his prompt attention and offered clear and honest advice
Jenny and Richard Black
It was a good day when 13 years ago and recently widowed I first met Guy Hammett for financial advice. He immediately gave me confidence as his first priority was to establish my particular requirements and then to answer my many questions in terms I could readily understand. He has maintained constant support and has always been very approachable for both urgent and basic queries.
Over the years his sound financial advice, always tailored specifically for me, has given me the security to make important decisions such as moving house and now to enjoy my retirement to the full. I could not have asked for more.
Jill Lincoln
Request a Call Back
For Individuals: Would you like to speak to us over the phone? Just submit your details and we’ll be in touch shortly, or phone 01245 603 870 between 08:00 and 18:00 Monday to Friday — we would be delighted to speak to you.
For Businesses: Do you have questions about how CopperHouse Financial can help your company? Simply submit your details and we’ll get in touch shortly, or phone 01245 603 870 between 08:00 and 18:00 Monday to Friday — we would be delighted to speak to you.