Exeter
Financial Advisers

Expert financial advice in Exeter

Don’t hesitate to contact us today for reliable, expert and fuss-free advice on Investments, Retirement, Inheritance Tax Planning and more.

Book your free financial planning consultation

Our Exeter office

You can rely on our team of financial advisers in Exeter, who are available to assist you from 08:00am to 20:00pm. Our office in Exeter operates from 08:45am to 17:15pm, Monday to Friday. Should you require a Saturday appointment, please let us know in advance and we will be happy to accommodate your request. Feel free to contact us now on 01392 345544 or send an email to hello@thecooperway.com.

Our financial advisers in Exeter

In Exeter, our financial advisers are committed to offering sound financial advice and delivering the utmost level of service to each and every client.

Our services are inclusive and available to all, no matter where you are on your financial journey. Ensuring you reach your financial goals is our ultimate business ambition.

Find out more about our financial advisers.

Financial advice in Exeter

Consultations without charge or obligations

We are proud to offer a no obligation consultation guarantee. We believe in providing you with the information and guidance you need to make informed decisions without any pressure or commitment.

A personal relationship

We are dedicated to providing high quality, personal advice.

Flexible appointments

Our team of knowledgeable financial advisers will be pleased to schedule an appointment at your preferred time and date. To ensure maximum flexibility, we also provide evening appointments.

How to find us

Our Exeter office is located in the city centre at The Senate.

  • By road
    By road

    From the nearby Heavitree Road roundabout, take the B3212 exit onto Western Way. Our office is located on the right hand side of the road.

    Parking is available nearby at Magdalen Road car park and Magdalen Street car park, and in the Princesshay shopping centre car park.

    The city centre can be accessed from J29, J30 or J31 of the M5, or via the A377 off the A30.

  • By rail
    By rail

    Our office is located just a ten minute walk from Exeter Central train station.

    On foot, exit the station and turn left onto Queen Street and then join Martin’s Lane via the entrance next to Skechers.

    Exit the street by Eat On The Green and follow Cathedral Close, with Exeter Cathedral on your right. From here you reach Southernay Gardens and the entrance to our office.

  • By bus
    By bus

    A regular bus service runs close to our office.

    From Exeter Central train station, the F, H and Uni bus routes are ideally located.

    From Exeter St David’s train station, the 4, 4a, 355 and H bus routes operate close to our office.

By road
By rail
By bus
By road

From the nearby Heavitree Road roundabout, take the B3212 exit onto Western Way. Our office is located on the right hand side of the road.

Parking is available nearby at Magdalen Road car park and Magdalen Street car park, and in the Princesshay shopping centre car park.

The city centre can be accessed from J29, J30 or J31 of the M5, or via the A377 off the A30.

By rail

Our office is located just a ten minute walk from Exeter Central train station.

On foot, exit the station and turn left onto Queen Street and then join Martin’s Lane via the entrance next to Skechers.

Exit the street by Eat On The Green and follow Cathedral Close, with Exeter Cathedral on your right. From here you reach Southernay Gardens and the entrance to our office.

By bus

A regular bus service runs close to our office.

From Exeter Central train station, the F, H and Uni bus routes are ideally located.

From Exeter St David’s train station, the 4, 4a, 355 and H bus routes operate close to our office.

Book an appointment

Our advisers are available from 8:00am to 20:00pm at a time and location of your choice
and will provide bespoke, impartial advice without obligation.

Why not book an appointment now?

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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

Cooper Associates Wealth Management always put my interests first by giving sound and trustworthy advice. Their service and support has been exceptional and goes above and beyond.

Ann Prosser

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 People

Our people make Coopers Associates.

From directors to advisers, the Cooper team is skilled, focused and committed. We never stop learning or listening, developing our skills and investing in our expertise to ensure your needs and requirements are met right first time, every time.

Meet the team