Secure
your financial
future

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.

Please note that VCTs/EISs are illiquid investments, subject to future and retrospective tax changes and as such are suitable
only for experienced, sophisticated or high net worth investors who accept that they may get back significantly less than the
original investment. The value of any tax relief depends on individual circumstances.

The value of an investment will be directly linked to the performance of the funds selected and may fall as well as rise.
You may get back less than the amount invested.

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 273 880

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