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.
The value of a pension 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.
Speak to an expertCooper 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