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.
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
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