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Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Locations

Based in

South East

Covers

Peterborough, Nottinghamshire, Derbyshire, Lincolnshire

Richard Copestake

Chartered Financial Planner

I have worked in financial services since graduating from university in 2012 and became a Chartered Financial Adviser in 2023.

Planning for the future is something I’ve always valued personally, and I now use this interest to help clients achieve their own financial goals.
I specialise in pension and retirement planning, supporting clients throughout their lives to make informed decisions that enable them to retire with confidence and enjoy the lifestyle they’ve worked hard to build. Alongside retirement planning, I also advise on investments, protection, and inheritance tax planning.

Outside of work, my wife and I are keen travellers and enjoy using our holidays to explore new parts of the world.

 

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Locations

Based in

South East

Covers

Peterborough, Nottinghamshire, Derbyshire, Lincolnshire

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