Our Services

Coppice Wealth provides clients with regulated independent financial advice. As an independent financial planning business we advise on areas such as; investments, retirement and protection, with specialist knowledge in intergenerational planning.
Coppice Family Office provides families with independent consultancy services, looking after wealth and wider interests. Along with managing investments, we are also able to manage other assets such as estates, properties, structures, yachts, and aircraft, whilst providing further services such as staff management and travel arrangements. We may act in a personal capacity as trustees, non-executive directors, or executors or simply sit on the same side of the table as the family in conversations as their representatives. This can include; tax, legal, insurance, family governance, charity & philanthropy.
The management of non-investment assets such as estates, properties, structures, yachts, and aircraft, and the management of staff and travel arrangements, are not regulated by the Financial Conduct Authority.

We can’t wait to meet you!