Copper Rock Financial Planning LLP - Truro

Copper Rock Financial Planning LLP

Copper Rock Financial Planning LLP is a reputable financial planning firm located at Calenick House, Technology Park, Heron Way, Newham, Truro TR1 2XN, United Kingdom. With a telephone number of 1872450173, they provide specialized financial planning services tailored to meet the unique needs of their clients.

About Copper Rock Financial Planning LLP

The firm specializes in financial planning, helping clients achieve their long-term financial goals. Some key points of interest include the ability to schedule online appointments, on-site services, wheelchair-accessible entrance and toilet facilities, and the recommendation to make appointments in advance.

Specialties

• Financial planner - They focus on providing comprehensive financial planning services to their clients.

Location and Contact

Copper Rock Financial Planning LLP is conveniently situated at Calenick House, Technology Park, Heron Way, Newham, Truro TR1 2XN, United Kingdom. Their phone number is 1872450173.

Services Offered

The firm offers a range of financial planning services, including:

• Investment planning
• Retirement planning
• Savings and budgeting
• Insurance planning
• Estate planning

Reviews and Ratings

Copper Rock Financial Planning LLP has received 7 reviews on Google My Business, with an average rating of 3.9 out of 5 stars. Clients appreciate the personalized attention and the firm's ability to help them achieve their financial goals.

👍 Reviews of Copper Rock Financial Planning LLP

Cornish B.

1/5

Company details advertised as being open. THEY ARE NOT OPEN. I WAS INFORMED BY ANOTHER BUSINESS THAT THEY ARE CLOSED. I travelled 20 miles to speak to someone only to find this information by another business. Why in gods name do they still advertised their opening times. I tried phoning, got a man's voice stating that a member of staff will be with me shortly then the call got cut off.

stuart R.

5/5

Recently got advice and support obtaining a mortgage.
We got fantastic help and advice.They managed to get us a mortgage at good rates and supported us through the whole process.Would definitely recommend this company.

Jem M.

5/5

Always helpful, informal planning with layman terms. We are always left feeling comfortable asking any questions that arise and feel that what accounts have been set up are true to what we need at the given time. Nothing seems too much trouble for Scott and team. Have shared contact details with friends and family and would highly recommend to anyone.

Ben T.

5/5

Brilliant service. Couldn't do enough for me. Made everything really simple too. I've ended up referring several family and friends who are also delighted. Thanks Scott, Carla and team!!

Gregg C.

5/5

Highly recommended. Top service ... Top returns !

Kenneth H.

1/5

Dean S.

5/5