Jason Coppard — Independent Financial Advisor in London
About Jason Coppard
Jason is a Chartered Financial Planner with over 25 years’ experience assisting clients and their families with complex and long-term financial planning solutions. After successfully heading up and modernising a small boutique IFA practice, Jason has continued to share and enhance his knowledge as part of the excellent team at Lumin. Qualifications: Chartered ALFBF FPFS MCSI ALIBF DipPMI Certs PFS (DM & Securities)
Services
- Retirement planning
- IHT planning
Regulation
Jason Coppard is FCA-verified.
Frequently Asked Questions
Is Jason Coppard a regulated financial advisor?
Yes. Jason Coppard is FCA-verified, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Jason Coppard offer?
Jason Coppard offers Retirement planning, IHT planning.
Where is Jason Coppard based?
Jason Coppard is an independent financial advisor based in London, serving the E, EC, N, NW, SE, SW, W, WC postal areas.
Does Jason Coppard offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Jason Coppard directly through their Trusted Advisor profile.
How do I book a meeting with Jason Coppard?
You can book a free initial consultation with Jason Coppard directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.