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James Cooper

Financial Consultant

James is a Financial Adviser in the Cooper Associates Wealth Management team.

James specialises in inheritance tax planning as well as offering retirement and investment planning advice.

James has a passion for building lasting and trusting relationships with his clients and strives to educate them on financial matters as required.

James has an extensive background in the financial services industry, initially working at a large global bank before transitioning to Cooper Associates.

When he’s not at the office, James enjoys sport and travel. Ideally, James combines these hobbies and can often be found following the England cricket team around the world.

Qualifications

  • DipPFS Diploma in Financial Planning
  • Personal Tax & Planning (AF1)

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Reviews and Ratings for Financial adviser James Cooper, Taunton

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It was a truly fantastic service throughout the whole process. Nothing was too much and I can't thank them all enough, especially James.

Richard Larcombe