Investment
management

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.

Our approach to Investment Management

We assist clients in investing to meet a range of different goals, often with the aim to achieve financial security and peace of mind for the future. Whatever your goals, it’s about making your money work as hard as it can for you.

The key to a successful investment is clear planning, a consistent approach, and an effective structure. Your financial plan is as unique to you as your fingerprint, so we understand the importance of creating a bespoke plan that works for you and evolves with you.

Regular reviews are crucial when it comes to investment planning. The strategy made with you today may not be the right fit in future as your circumstances change. Your dedicated adviser is always on hand, with full reviews conducted at least annually to ensure you’re still on track to meet your investment goals.

How we choose strategic investments for you

Initially, we’ll work with you to confirm your short-, medium-, and long-term goals. This involves exploring the level of risk you’re comfortable with. This helps us plan your investment strategy, utilising portfolios that are well diversified, split across various assets, sectors, and geographies. Investment diversification is crucial to ensure you’re not holding all your eggs in one basket. As and when your financial goals and attitude to risk change, we’ll amend your portfolio accordingly.

Your attitude to risk, as well as your financial goals, will identify which investment options are right for you. For example, the need for flexibility may favour ISAs and Unit Trusts, whereas inheritance tax planning may involve using Trusts. Whichever option is best, we will diversify your investment and regularly conduct investment portfolio reviews.

Choosing Cooper Associates Wealth Management ensures a sophisticated investment approach. You will have a single point of contact who oversees your funds, working on your behalf with an expert investment committee, supported by external consultancies. Throughout your investment journey, your adviser is by your side to work towards your financial goals seamlessly, effectively, and efficiently.

About our Investment Management service

Investment planning and management with Cooper Associates Wealth Management means receiving top quality advice, guidance, and support.
We do not believe in minimum investments, believing that your financial journey should go at a pace that suits you.
Financial advice and a secure financial future should be accessible for all – that’s our investment philosophy.


You’ll start your investment planning by meeting one of our advisers. The initial conversation aims to get a full understanding of your financial situation, also allowing you to see whether we are right for you. Your adviser will then provide advice which will be discussed in-depth, answering any questions you may have. Once the plan is confirmed, the advice is written up, checked by a compliance team, and formally presented. When you are happy, documents are signed and the investment and/or transfer of funds from your current provider can commence.

We’re proactive in our guidance, sending regular updates about your investment and being at the end of the phone or contactable via email whenever you need us. Access to your online Wealth Account ensures you maintain real time oversight.

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.

I’m very happy with the way my funds have been managed. Blake is always available if needed and very prompt returning calls. He is very approachable, patient, and speaks language I understand.

Client based in Somerset

We needed our pension pot working harder for us. Jack Cooper helped with sound advice and an easy transfer. We feel in good hands.

Client based in Devon

Jason Challis has provided the knowledge and advice I needed. He did it at a level that was easy to understand, with good knowledge. I never felt pressured into making any decisions.

Client based in Bristol

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Talk to us today to start planning your fuss-free investment.

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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