Solutions to help you achieve successful financial growth.
As a business owner, you won’t have the luxury of the employer-funded incentives that you may well be providing for your own employees.
Employee benefits may include a pension plan funded by the employer, death-in-service cover, private healthcare and many other potential benefits.
Partnering with a trusted adviser could be the best business decision you make. Whether you’re in the process of starting your business, planning your exit* or somewhere in between, we can help you plan effectively and secure your own financial future.
*Exit Planning may involve the referral to a service that is separate and distinct to those offered by St. James’s Place.
When dealing with Cooper Associates Wealth Management, I received expert advice with the most professional service. They are the epitome of a firm that puts its clients first.
Marcus Trescothick, Former England & Somerset Professional Cricketer
40 St. James Buildings,
St. James Street,
Taunton, Somerset TA1 1JR
Regus Business Centre,
3rd Floor, The Senate,
Exeter EX1 1UG
4th Floor, Salt Quay House,
6 North East Quay,
Plymouth PL4 0HP