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 check if you’re still on track to meet your investment goals.
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.
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 working on your behalf and the St. James’s Place investment committee, who are supported by external consultancies. Throughout your investment journey, your adviser is by your side to work towards your financial goals seamlessly, effectively, and efficiently.
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.
The favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation.
Trusts are not regulated by the Financial Conduct Authority.
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.
Book an appointment
Talk to us today to start planning your fuss-free investment.
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