Phil Copp

Job Title: Independent Financial Adviser


Tel: 07966 071396

Qualifications: DipPFS, Cert CII (MP&ER)

Location: Swansea area, all over the UK
Specialisms: Retirement planning, mortgages, protection, investments

Phil Copp is an Independent Financial Adviser (IFA) who has worked in financial services and the mortgage sector for over 30 years. In the last 15 years, he has specialised in the retirement market.

Phil worked as a network member IFA and set up his own directly authorised firm in 2008. Upon selling his business, Phil has decided to continue offering his expertise by joining Tenet Financial Services as an IFA.

Phil holds the Diploma in Financial Planning (DipPFS), the Certificate in Mortgage Practice and Equity Release (Cert CII (MP & ER)) and the Mortgage Advice Qualification (MAQ). He can help those looking for advice on first-time homes to retirement planning, and many other shades of financial advice in between.

Outside of work, Phil has always been a big supporter of rugby and, in the last 12 months, has enjoyed taking on an administrative role at his local club, Ystalyfera RFC.

Located in Swansea, Phil is available to work face-to-face with clients based in the region. Alternatively, he can arrange remote meetings with those further afield.

If you would like to speak with Phil about retirement or another area of financial advice, please get in touch by emailing or calling 07966 071396.

Phil can help you with:

  • Retirement planning
  • Mortgages
  • Buy-to-let investments
  • Equity Release
  • Protection
  • Investments
  • Pension advice

The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.

A mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.

Download our guides: 

Pensions Guide

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Retirement Guide

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Mortgages Guide

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If you have a financial or mortgage enquiry, please complete and submit the form below and Phil will be in touch.

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