156 Springfield Road
Chelmsford
CM2 6LG
CopperHouse Financial LTD is dedicated to developing long term relationships with all our clients. Our ethics, interest, knowledge base and professionalism all help us to provide well rounded, personal and plain English solutions to all aspects of financial planning.
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.
CopperHouse Financial operates from Chelmsford, Essex. CopperHouse’s Director, Guy Hammett has over 20 years of industry experience and is strongly committed to his own professional development within Financial Services.
The financial services industry has undergone a dramatic transformation since the early 1990’s; legislative change, product innovation and technology are just three examples. It also continues apace, growing consolidation and repositioning of companies creates confusion for both existing and potential buyers of financial products. 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.
It is our intention to provide you with the highest possible level of client service at all times. Should we not meet your expectations we have a complaints procedure which is explained below. Should you wish to complain please contact The Complaints Manager either:
• in writing: 156 Springfield Road, Chelmsford, Essex, CM2 6LG • by telephone: 01245 603870 • by email: [email protected]
Should you not be satisfied with our final response you may be entitled to refer the matter to the Financial Ombudsman Service (FOS) within six months of the date of our final letter:
The Financial Ombudsman Service,
South Quay Plaza, 183 Marsh Wall, London E14 9SR.
Tel: 0800 023 4567 or 020 7964 0500.
Email: [email protected]
Website: www.financial-ombudsman.org.uk
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.