Taunton
Financial Advisers

Expert financial advice in Taunton

Contact us today for our expert advice on Investments, Retirement, Inheritance Tax Planning and more.

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Our Taunton office

Our financial advisers in Taunton are available from 08:00am to 20:00pm, and our office in Taunton is open from 08:45am to 17:15pm from Monday to Friday. Saturday appointments are available on request. Get in touch with us now on 01823 273880 or email us at hello@thecooperway.com.

Our financial advisers in Taunton

Our financial advisers in Taunton provide sound financial advice, supported by the highest level of service.

Small businesses, large corporations, at the start of your financial journey or ready to make your money go further, our services are available to all.

Find out more about our financial advisers.

Financial advice in Taunton

Consultations without charge or obligations

We provide a fee-free, no obligation consultation guarantee.

A personal relationship

We specialise in providing high quality, personal advice on all aspects of Wealth Management.

Flexible appointments

Our expert financial advisers will arrange an appointment at a time and date of your choice. We offer evening appointments too, as many of our clients find these to be very convenient.

How to find us

Our Taunton office is located in the centre of Taunton with excellent links to road and rail networks.

  • By road
    By road

    At Junction 25 of the M5 take the A358 Exit to Taunton/Yeovil.

    At the roundabout, take the exit onto the A358 heading to Taunton/A38/Minehead, continuing straight onto the Toneway/ A358 dual carriageway.

    At the next roundabout, take the 1st exit onto Priory Avenue and follow the road. You will pass The Cooper Associates County Ground, home of Somerset County Cricket Club on your right.

    Go straight over the mini roundabout onto St James Street and our office is located on the left hand side of the road.

    Car parks located near to our office include Coal Orchard car park, Canon Street car park and Wood St car park. Additionally, it is possible to park in The Cooper Associates County Ground on non-matchdays.

  • By rail
    By rail

    Taunton train station is a ten minute walk from our office.

    Upon leaving the Station, turn left into Station Road, heading towards the Town Centre.

    Turn left onto Priory Bridge Road, and then cross the road, walking past Kwik Fit and Morrisons.

    You will then cross the footbridge over the River Tone, then walk past The Brewhouse Theatre on Coal Orchard.

    At the corner, by the Ring of Bells pub, you will find our office a 50 yard walk across the road.

  • By bus
    By bus

    There are several bus services that stop within Taunton town centre, the majority of these are just a short walk from our St James Street office.

By road
By rail
By bus
By road

At Junction 25 of the M5 take the A358 Exit to Taunton/Yeovil.

At the roundabout, take the exit onto the A358 heading to Taunton/A38/Minehead, continuing straight onto the Toneway/ A358 dual carriageway.

At the next roundabout, take the 1st exit onto Priory Avenue and follow the road. You will pass The Cooper Associates County Ground, home of Somerset County Cricket Club on your right.

Go straight over the mini roundabout onto St James Street and our office is located on the left hand side of the road.

Car parks located near to our office include Coal Orchard car park, Canon Street car park and Wood St car park. Additionally, it is possible to park in The Cooper Associates County Ground on non-matchdays.

By rail

Taunton train station is a ten minute walk from our office.

Upon leaving the Station, turn left into Station Road, heading towards the Town Centre.

Turn left onto Priory Bridge Road, and then cross the road, walking past Kwik Fit and Morrisons.

You will then cross the footbridge over the River Tone, then walk past The Brewhouse Theatre on Coal Orchard.

At the corner, by the Ring of Bells pub, you will find our office a 50 yard walk across the road.

By bus

There are several bus services that stop within Taunton town centre, the majority of these are just a short walk from our St James Street 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