Working with
charities and trusts
Solutions to help you achieve successful financial growth.
We appreciate that trustees have extensive responsibilities
One chief responsibility is the prudent financial management of the trust’s assets. As a trustee, you are likely to require expert advice in developing an investment strategy for the funds you are responsible for.
An investment strategy will need to be bespoke to the trust’s aims and objectives and will require regular reviews and monitoring.
We aim to provide exactly the advice and support you need, and have extensive experience working with trustees and charities.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Trusts are not regulated by the Financial Conduct Authority.
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