Copperfields is dedicated to providing financial advice that is tailored to you and your needs. Founded by financial advisor Noel Greaves, we know that there’s no such thing as one-size-fits-all financial planning, which is why we work with all our clients, private and corporate, to develop individualised financial strategies that build toward your goals.

A Free, no obligation, introductory meeting

We can work with you to outline your financial aims and advise on the best way to meet them. Find out more »

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Financial solutions & advice to make your money work »

For Individuals

Plan your finances for a prosperous future »

Who we are

Noel Greaves

As the Director of Copperfields I strive to build and nurture the company for it to be a place where clients feel valued and can trust the advice and service they get. I have been an Adviser for 18 years and love being able to provide financial solutions that meet my client’s specific needs. I am always striving for excellence in my profession and often attending many professional development days. I have big plans for Copperfields and look forward to an even brighter future for the company and my clients.

When I am not meeting with my clients I like to spend time with my family. I have two energetic boys, both of whom keep me very busy. I also enjoy riding my bikes (yes I have more than one) and enjoy keeping up with my personal study around ancient cultures and civilisations as I have great passion for history.

Anna Jollans

I joined Copperfields in June 2018 as a financial administrator and I am responsible for answering the phone, diary management and writing portfolio reports. I like being busy and I enjoy learning new skills and gaining more knowledge about the industry. When I’m not working I am a voracious reader, and on the rare occasion when I'm not reading, I enjoy going to the theatre and knitting.

Abi Scales

I have recently joined the Copperfields Team as their new Paraplanner, having previously worked as a Financial Analyst for an IFA Firm in Wales. I have a degree in dance but moved over to Financial Services 5 years ago and haven’t looked back since. A huge part of my new role will be to get to know our Clients, which I am really looking forward to.

I now live in Tewkesbury, however I have lived in a lot of places over the last 10 years and when I am not in the office, my Husband and I are travelling all over the country (and abroad) visiting friends and family. I love crime & mystery novels and so on the rare occasion I have a weekend free, I will have my nose in a book.

Jenny Morley

Having worked my way up through the company since 2010, I am now the lead Mortgage & Protection adviser (but I still dabble in Paraplanning!) I love what I do and getting to know our clients. Each day brings new challenges and I really enjoy being part of such a busy team. It also helps having great people to work with!

When I’m not in the office, I enjoy travelling and photography. I volunteer for Cats Protection as a homing officer and do home visits as I love taking care of animals.

Aleksandra Kosobucka

I have recently joined the Copperfields team where I have moved from one of the biggest financial providers. My role includes taking telephone calls, diary management, portfolio reports as well as making sure that all transfers, portfolios etc. are kept up to date. In my free time I enjoy visiting places. I was born in Poland, therefore I find discovering places in the UK very exciting. I am a big animal lover and currently share my life with a little Labrador puppy. I am also a big book lover and my favourite books are normally connected to the WW II.

Caroline Greaves

As head of the accounting department here at Copperfields I am in a very rewarding position. I love problem solving and have a keen eye for detail which comes in very handy! I have been involved with the company since its inception and am also Noel’s wife

I split my time between office and home whilst also running my own business as a Senior Mary Kay Skincare and Makeup consultant. We have 2 children who keep us on our toes as well! When I get the opportunity I also like to pursue outside interests such as running, reading and attending church.

Francesca Hickling

I joined Copperfield’s in January 2019 as a financial administrator. My day to day duties include answering telephone calls, diary management, writing portfolio reports, and keeping our client’s information up to date. I enjoy the new challenges my poison brings along with the satisfaction of providing great service to our clients. Outside of work I spend a lot of time improving my personal fitness, weather I’m out running or at a gym. I’m defiantly an animal lover and spend a lot of my time with my dog!

What next?

A Free, no obligation, introductory meeting

We can work with you to outline your financial aims and advise on the best way to meet them. Find out more »