Working with
individuals

Solutions to help you achieve successful financial growth.

We want to help you achieve your financial aims.

If you’re in the accumulation phase of your financial planning journey this will require advice on matters including regular savings plans, investments and pensions.

Or it could be that your financial plans are firmly established. If so, you may wish to review whether these plans are structured as tax-efficiently as they should be, or whether the Investment Management Approach of your existing arrangements can be enhanced.

Whatever your circumstances, we’d be delighted to meet with you and help you achieve your financial aspirations.

The value of an investment 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.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

We work with you and for you, and together we achieve your financial objectives.
It’s a marathon, not a sprint, and our relationship with you is designed
so we reach the finishing line together.

Cooper Associates Wealth Management’s advice is always excellent, their service second to none and their knowledge exceptional. I have total trust in them looking after my personal finances.

Jos Buttler – England Cricketer and Cooper Associates Group brand ambassador

Our Locations

Taunton (Head Office)

T. 01823 273 880

40 St. James Buildings,
St. James Street,
Taunton, Somerset TA1 1JR

Bristol

T. 01454 629 610

130 Aztec, Park Avenue,
Aztec West,
Bristol BS32 4UB

Cheltenham

T. 01242 569 853

Honeybourne Place,
Jessop Avenue,
Cheltenham GL50 3SH

Exeter

T. 01392 345 544

Regus Business Centre,
3rd Floor, The Senate,
Southernhay Gardens,
Exeter EX1 1UG

London

T. 0208 042 0310

30 Lombard St,
London,
EC3V 9BQ

Plymouth

T. 01752 746 848

4th Floor, Salt Quay House,
6 North East Quay,
Sutton Harbour,
Plymouth PL4 0HP

Reading

T. 0118 207 9319

1210 Arlington Business Park,
Theale,
Reading RG7 4TY