Protect
and plan for
the future

As your business grows you will face new planning challenges. From meeting statutory pension requirements to planning your own corporate pension provision, and having the right protection in place for your key people.

Corporate Finance Advice

At Cooper Associates Wealth Management we understand that running a successful company is hard work and requires a great deal of determination. Often this can be at the expense of having the time to consider your own personal financial goals, or how to protect the business you have spent so much time creating.

As a company director it is vital you take care of your own financial affairs, which can increase in complexity as a result of being a business owner.

We have helped hundreds of business owners regain control of their personal finances. Our financial advisers will work closely with you, planning your own financial security for the years ahead. We are experienced in working alongside sole traders and large corporations, helping you concentrate on running your business.

Speak to an expert

Alan and I have no hesitation in recommending Cooper Associates Wealth Management in all aspects of financial planning. Straightforward honest advice and plain talking which always makes sense.

Christine Thatcher, Secretary

Our Locations

Taunton (Head Office)

T. 01823 273 880

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

Bristol

T. 01454 629 610

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

Cheltenham

T. 01242 569 853

Honeybourne Place,
Jessop Avenue,
Cheltenham GL50 3SH

Exeter

T. 01392 345 544

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

London

T. 0208 042 0310

30 Lombard St,
London,
EC3V 9BQ

Plymouth

T. 01752 746 848

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

Reading

T. 0118 207 9319

1210 Arlington Business Park,
Theale,
Reading RG7 4TY