Cooper Associates Wealth Management
Providing holistic financial advice across investments, retirement planning, estate planning and inheritance tax planning
Who Cooper Associates Wealth Management are
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
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