With over 45 years of combined experience, Copperstone Financial Services is a well-respected, Independent Financial Advice firm with offices in Swansea and Gower.
We take pride in our work and value the relationships we build with our clients.
After a free initial discussion of your financial affairs, we will endeavour to guide you through the financial arena, summarise your current position, and make recommendations only after thoroughly scouring the whole of the market for the service or product you may require.
We work very closely with a number of local accountancy practices and solicitors, and would gladly make a recommendation or referral if required.
Richard Williams DipPFS Richard has 28 years experience in Financial services, having worked for Royal Life, LloydsTSB as a compliance manager and regional trainer, and as an IFA for over 13 years.
Richard works in the personal and corporate markets, advising on pensions, protection, investments and savings.
In his spare time, Richard writes, performs and records music in his home studio. Richard is married with 2 young children. Richard also coaches rugby at Fall Bay RFC and Llanrhidian Primary School.
Contact Numbers :
01792 390490
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Mario Amura DipPFS Mario has been in the financial services industry since 1997, starting with the Cooperative Insurance Society, then spending 7 years with Royal London as a Financial Consultant, before eventually becoming an IFA in 2004.
Mario also works in the personal and corporate markets, advising on pensions, protection, investments and savings. He is currently qualified to Diploma level with a view to achieving Chartered status in the near future having achieved the Advanced Investment Planning qualification in October 2015.
Mario enjoys (mostly) playing golf at the “links in the sky” that is Pennard. He is married with two grown children.
Contact Numbers :01792 413 908 |
Copperstone Financial Services Ltd are proud sponsors of Fall Bay RFC Junior section
Authorised and Regulated by the Financial Conduct Authority. Registered in England and Wales Company No. 5661607.
Registered Office: Copperstone House, Oldwalls, Swansea, 01792 390 490. FCA Firm Number: 448232
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.
To visit the FCA consumer website - Money Made Clear - please click here. To verify our status with the FCA, click here and key in our FCA number: 448232
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