The acquisition reflects the shared passion for a client-centric approach to financial advice held by both Cooper Associates and Four and serves to solidify the exceptional customer service received by clients.
Both Cooper Associates Wealth Management and Four Wealth Management are Appointed Representatives of St James’s Place.
Commenting on the acquisition, Simon Dawes, Managing Director of Cooper Associates Wealth Management, said:
“We are delighted to announce the acquisition of Four Wealth Management in Bristol. This significant milestone brings the total client funds under our stewardship to over £1 billion, reinforcing our commitment to delivering exceptional financial advice and exceptional service.
We are proud to build on the excellent business established by John Morrison and the team at Four Wealth Management. We have known John for many years and observed his careful craftmanship of what has become a truly brilliant business. Four’s dedication to a client-centric ethos and the calibre of their advisory team aligns perfectly with the values that have driven Cooper Associates’ success to date. The synergies between our firms will enhance our collective ability to provide tailored financial advice and long-term value to our clients.
This acquisition also marks an important expansion for Cooper Associates, as we establish a more prominent office in Bristol. This presence will not only allow us to support our existing clients more efficiently but also to engage with new clients in the region, as we continue to grow our business.
We look forward to this exciting new chapter and the many opportunities it presents for both firms.“
John Morrison, Managing Director of Four Wealth Management, commented:
“I am delighted with the acquisition by Cooper Associates.
The pooling of expertise and resources secures our ability to improve the experience of our clients.
We are looking forward to the enhancement of our capabilities this gives us in looking after our clients, who remain our main focus.
The culture of Cooper Associates aligns tightly with our own and we look forward to bringing our expertise to the firm.“
Cooper Associates are committed to maintaining the highest standards of client care throughout the transition.
