Why choose Coopers Associates Wealth Management
Dedicated wealth management team
Providing expert advice on investments, pensions and inheritance tax planning, as well as long term care and corporate financial planning if required
Services available for everyone
We don’t impose ‘client criteria’, such as a minimum investment amount
Coverage in many areas
Our advisers cover many areas including Taunton, Bristol, Cheltenham, Exeter, Reading, Plymouth and London. Available from 8am to 8pm at a time and location of your choice, they will provide bespoke advice without obligation
About Cooper Associates Wealth Management
Cooper Associates Wealth Management are a Principal Partner of St. James’s Place, providing holistic financial advice across investments, retirement planning, estate planning and inheritance tax planning.
We believe that our relationship with clients begins – rather than ends – at the point they choose to invest. Our dedicated team of Financial Advisers offer friendly, straightforward and tailored advice, designed to support each client’s unique needs and aspirations.
We work with a wide range of clients, from some of the world’s best-known sportspeople to those just starting their financial journey. Whatever your circumstances, we are here to help.
NRLA member offer
- Holistic and bespoke financial advice from a friendly, dedicated financial adviser.
- Advice on investments, retirement planning, estate planning and inheritance tax planning.
- Redeemed by booking a zero-obligation consultation through the Cooper Associates Wealth Management website.
What do Cooper Associates Wealth Management offer?
Investments
Investment Planning
Investment Management
Investment Bonds
Unit Trusts
ISAs
Junior ISAs
Offshore Investments
Retirement
Personal Pensions
Self-invested Pension Plans
Group Personal Pensions
Defined Benefits
Estate Planning
Inheritance Tax Planning
Gifts
Later Life Planning
Protection
Corporate Financial Services
Pension Reform
Corporate Planning
Corporate Pensions
Join our next seminar!
For any questions or queries, please contact [email protected] or call 01823 273130.
Are you interested in partnering with us?
Find out more about the NRLA partner and recognised supplier schemes
