management approach

Typically, our clients invest with the aim of achieving financial security and peace of mind. We understand to achieve your aims you need successful investment of your money.

What is investment planning?

The key to planning any successful investment strategy requires three key components:

Component One
Diversifying your money in a portfolio of asset classes, which would include cash, equities, bonds, property and commodities, is fundamental. These asset classes react differently to the same event and this helps you achieve your long-term financial goals while lessening risk. Don’t put all your eggs in one basket as they say.

Component two
Ensuring your money is managed by the best fund managers in the world is critical. Following a rigorous research process, the fund managers chosen from around the world to manage your money have been selected due to their outstanding ability.

Component three
The final component of a successful investment management approach is time. To accomplish your financial goals, your investment strategy must allow for a medium to long-term timeframe.

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.

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Our expert advice is fuss free and tailored to you. Why not book an appointment?

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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 brand ambassador