Protect Your Future
Discussing the possible impact, both financially and otherwise, of death, critical illness or serious injury isn’t an enjoyable conversation, but it’s one you are likely to need. Our bespoke solutions cover life insurance and critical illness cover and can be an effective way of mitigating the impact should the worst happen.
Protection is the cornerstone of financial planning strategy
Insuring against the unthinkable will help you and your family protect what you have worked hard to build and, as importantly, what you’re building towards in the future.
Our financial consultants will work with you to understand what impact it would have should death or serious illness occur and create a bespoke solution for you. Providing protection in the various forms of life insurance, critical illness cover and income protection insurance is one of the fundamentals of our business.
Working with a panel of providers carefully selected by St. James’s Place, we offer an extensive product range of personal insurance services including:
Life Cover – including Term Assurance and Whole of Life
Critical Illness
Income Protection
Employee Benefits
The above are just a selection of the solutions we offer. Please seek our advice so we can tailor a solution specifically for your needs.
Committed to your objectives
We do not believe in off-the-shelf solutions. We will prepare a bespoke recommendation that caters for your individual circumstances.
In addition to the cost which is, of course, important, your financial adviser will also take into account many other factors including comprehension of cover, claim statistics and trust requirements. It is the understanding of these additional factors that truly adds value and safeguards you and your family’s future.
Book an appointment
Our expert advice is no-obligation, simple and tailored to you. Why not book an appointment?
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