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.

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

Our Locations

Taunton (Head Office)

T. 01823 273 880

40 St. James Buildings,
St. James Street,
Taunton, Somerset TA1 1JR


T. 01454 629 610

130 Aztec, Park Avenue,
Aztec West,
Bristol BS32 4UB


T. 01242 569 853

Honeybourne Place,
Jessop Avenue,
Cheltenham GL50 3SH


T. 01392 345 544

Regus Business Centre,
3rd Floor, The Senate,
Southernhay Gardens,
Exeter EX1 1UG


T. 0208 042 0310

30 Lombard St,


T. 01752 746 848

4th Floor, Salt Quay House,
6 North East Quay,
Sutton Harbour,
Plymouth PL4 0HP


T. 0118 207 9319

1210 Arlington Business Park,
Reading RG7 4TY