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 aim to achieve your financial objectives. It’s a marathon, not a sprint, and we build a close relationship with you, not a transactional acquaintanceship.
Through St. James’s Place, 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 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.
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 88040 St. James Buildings,
St. James Street,
Taunton, Somerset TA1 1JR
Exeter
T. 01392 345 544Regus Business Centre,
3rd Floor, The Senate,
Southernhay Gardens,
Exeter EX1 1UG
Plymouth
T. 01752 746 8484th Floor, Salt Quay House,
6 North East Quay,
Sutton Harbour,
Plymouth PL4 0HP