Barbara Copeland
DipPFS
Prior to working in financial services, Barbara worked for an international company in a variety of roles, before establishing herself as a Business Consultant; the natural progression from this was to provide financial advice to her clients.
Specialisms:
About
Barbara has had substantial experience in the areas of Wealth Management, Estate Planning, Pensions, and Business & Personal Protection. Her client base splits into two categories, Business Owners and Private Clients, and generally come through personal introductions from existing clients and professional referrals.
“By becoming a Partner Practice with St. James's Place we have access to additional expertise through their Specialist Teams to include Legal, Pensions, Tax and Trusts*, which allows us to provide a bespoke high quality service that ensures good financial advice with consistent service levels. In some cases this means working with the whole family to ensure consistent advice and tax efficient investments carries on down through the generations, and where appropriate throughout the business.
It is very important to us to know that our clients feel that they have received a very honest, reliable and professional experience and would want to refer us on to their friends and colleagues.”
Barbara is Diploma qualified through the Chartered Insurance Institute to provide financial advice, holds a BA Hons Degree in Business Studies, a Stockbroking Certificate through the Securities and Investment Institute, and is a member of the Personal Finance Society.
An investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
*Trusts are not regulated by the Financial Conduct Authority.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
