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Cooper Associates Wealth Management is delighted to announce its acquisition of Barnstaple-based Pengilly Cox Financial Associates.

Founded in 2014, Pengilly Cox is an experienced financial associate firm with 50 years of combined experience. The firm will become part of Cooper Associates Wealth Management.

Both firms are Appointed Representatives of wealth management firm St James’s Place, but it is the focus on service which truly aligns the two businesses.

Samantha Jackson, CEO of Cooper Associates Group, comments:

“There was an instant synergy between ourselves and Pengilly Cox. Founders Beverley Pengilly and Stephen Cox reject the “one-size-fits-all” approach to financial advice, in keeping with how we operate. Everything they do is client-centric which complements us perfectly.”

As well as wealth management, Cooper Associates Group offers mortgage advice and accounting services. The business is set for growth, recently welcoming eight new hires along with plans to open a new office in Cheltenham in the new year.

“As we grow, it’s really important we work with people who share our values and priorities,” Samantha continues, “That’s exactly why we chose Pengilly Cox.”

Cooper Associates Group operates throughout the South West of England, making Pengilly Cox an ideal acquisition geographically, too. Two other current employees – Vanessa Coe and Helena Standen – will join Beverley Pengilly and Stephen Cox at Cooper Associates Wealth Management.

Beverley Pengilly said:

“We’ve always been very careful about who we work with, knowing that our success to date has been down to the level of service we offer. Happily, Cooper Associates Wealth Management share the same concerns and approach as we do, making this the perfect partnership. I look forward to the new opportunities this creates for both brands.”

Cooper Associates Wealth Management is the award-winning wealth management division of Cooper Associates Group, delivering bespoke financial advice. The business specialises in expert advice on investments, pensions and inheritance tax planning, as well as long term care and corporate financial planning.

cooper associates wealth management acquires pengilly cox

Beverley Pengilly (left) and Stephen Cox with Samantha Jackson