Corporate Planning

Our financial advisers will conduct a thorough review of your company and work together with you to implement a bespoke protection programme to defend your business from a range of risks.

Insure your key asset. Your people.

Building a successful business takes time, willpower, and the resilience to navigate inevitable highs and lows. With a focus on achievement, many business owners don’t want to consider what would happen if a business partner or key employee was lost through death or serious illness. When the consequences could seriously affect how a business continues to work, possibly triggering reduced revenues and business collapse, it’s easy to put your head in the sand and hope it will never happen.

By having the correct business protection insurance in place, and ensuring it is regularly reviewed and updated as your business changes, you can be sure your business is protected in unforeseen circumstances.

Why Business Protection Insurance matters

As a company shareholder your focus is on making your business as successful as possible. In the event of your death, can you be sure your beneficiaries will share the same goals for your business?

Other shareholders within your company may find they have to work alongside partners who have minimal interest in the business. Additionally, your beneficiaries will be in receipt of shares with no ready buyers.

At Cooper Associates Wealth Management we work with you to identify your requirements and talk through solutions which may provide your fellow shareholders with the funds they require to purchase your shareholding. This will then allow the beneficiaries of your will to realise the market value of your shares.

At Cooper Associates Wealth Management, we work with business owners as part of our holistic corporate services support. Our financial advisers will work together with you to implement a bespoke programme that defends your business from a range of risks.

Book an appointment

Our expert advice is free, simple and tailored to you. Why not book an appointment?

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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


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