Whether you’re looking to invest for growth, income or a combination of the two, we can help you achieve your financial goals.
A structured investment approach
Securing your financial future requires a robust Investment Management Approach. Expert financial advice, both initially and ongoing, will make certain your investments are structured tax-efficiently and make use of the available reliefs and allowances.
We work with you and for you, and together we achieve your financial objectives. It’s a marathon, not a sprint, and we build a close relationship with you, not a transactional acquaintanceship.
We have access to investments spread across asset classes and a world-leading fund management team delivering the chief element of a successful investment strategy: diversification.
The value of investments with St. James’s Place will be directly linked to the performance of selected funds and these can fall as well as rise. You may get back less than the amount initially invested.
Equities do not provide the security of capital associated with a deposit account with a bank or building society.
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
40 St. James Buildings,
St. James Street,
Taunton, Somerset TA1 1JR
Regus Business Centre,
3rd Floor, The Senate,
Exeter EX1 1UG
4th Floor, Salt Quay House,
6 North East Quay,
Plymouth PL4 0HP