Working with
business owners
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.
We work with you and for you, and together we achieve your financial objectives.
It’s a marathon, not a sprint, and our relationship with you is designed
so we reach the finishing line together.
Cooper Associates Wealth Management have always put my best interests first by giving advice which is second to none. I would recommend their services to anyone as their knowledge, service and support is exceptional.
Jos Buttler – England Cricketer and Cooper Associates Group brand ambassador
Our Locations
Taunton (Head Office)
T. 01823 273 88040 St. James Buildings,
St. James Street,
Taunton, Somerset TA1 1JR
Exeter
T. 01392 345 544Regus Business Centre,
3rd Floor, The Senate,
Southernhay Gardens,
Exeter EX1 1UG
Plymouth
T. 01752 746 8484th Floor, Salt Quay House,
6 North East Quay,
Sutton Harbour,
Plymouth PL4 0HP