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 an FCA-regulated financial advisor?
Yes. Jason Coppard is FCA-regulated and verified by Trusted Advisor. We re-check every advisor's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Jason Coppard offer?
Jason Coppard offers Retirement planning, IHT planning. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Jason Coppard?
Fees vary depending on the service, the complexity of your situation and the assets involved. Jason Coppard will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial advisor?
Jason Coppard is an independent financial advisor, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Jason Coppard?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Jason Coppard directly through the contact form.
Does Jason Coppard work with clients outside London?
Many of the advisors on Trusted Advisor work with UK clients remotely as well as in person. Jason Coppard is based in London but you can confirm preferred meeting locations and video options when you book your initial call.