We are committed to helping you achieve your financial goals and we do this by providing holistic advice on investments, retirement and inheritance tax planning.
At Cooper Associates Wealth Management, your relationship starts with us, rather than ends, at the point you decide to invest.
Our dedicated Wealth Management team provides expert advice on investments, pensions and inheritance tax planning, as well as long term care and corporate financial planning if required.
Our services are available to all. We don’t impose ‘client criteria’, such as a minimum investment amount. Whether we are providing advice to some of the best-known sportspeople in the world or those starting out on their financial journey, we treat every client as our only client. Whatever your circumstances, we’re here to help.
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.
Cooper Associates Wealth Management is a Principal Partner Practice of St. James’s Place Wealth Management.
Please note that VCTs/EISs are illiquid investments, subject to future and retrospective tax
changes and as such are suitable only for experienced, sophisticated or high net worth
investors who accept that they may get back significantly less than the original
investment. The value of any tax relief depends on individual circumstances.
The value of an investment will be directly linked to the performance of the funds selected
and may fall as well as rise. You may get back less than the amount invested.
Cooper Associates’ advice is always excellent, their service second to none and their knowledge exceptional. I have total trust in them looking after my personal finances.
Jos Buttler – England Cricketer and Cooper Associates brand ambassador