Cooper Associates Wealth Management has announced the acquisition of Taunton-based Govier Financial Planning, founded by former Cooper Associates financial adviser Jon Govier.
Jon joined Cooper Associates Wealth Management in 2012 after almost three decades as a financial adviser. Jon developed a strong reputation for building long-term relationships and providing trusted advice.
In 2017, after five years with Cooper Associates Wealth Management, Jon left to establish his own practice within St. James’s Place.
As part of the transaction, Jon returns to Cooper Associates Wealth Management as a Financial Adviser. As regulatory and operations demands placed on advisers continue to grow, Cooper Associates’ established infrastructure and support framework will enable Jon to dedicate more of his time to providing expert financial advice and maintaining the trusted relationships he has built with his clients over many years.
Speaking on the acquisition, Jon said:
“I am delighted to be rejoining Cooper Associates. I spent five great years there before launching GFP and it is fantastic to see how the business has grown. Their approach to financial advice closely mirrors ours – putting clients first and treating everyone as individuals – and there is an instant synergy. I look forward to the opportunities this creates and feel extremely reassured that my clients remain in safe hands.”
Managing Director of Cooper Associates Wealth Management, Simon Dawes, said:
“We know Jon and his clients very well. He was an excellent adviser with us for many years, looking after some wonderful clients. We are delighted to welcome him and his clients back to Cooper Associates, where it all began.“
Cooper Associates Wealth Management look forward to welcoming Jon and are committed to ensuring a smooth transition, with the same exceptional service his clients are used to.
Both firms are Appointed Representatives of St. James’s Place.
