Achieve
the retirement
you dream of

Whether your retirement is many years away, or within touching distance, retirement planning is important. Our financial advisers are here to help.

Retirement Finance Planning

It’s unlikely you will be excited by a pension, but it’s probable you will greatly appreciate one when retirement is nearing. Having the available funds in later life to do all the things you’ve planned, or simply to provide peace of mind you’re not going to outlive your savings, is normally the result of sensible planning.

At Cooper Associates Wealth Management we do find pensions exciting. This is due to their extraordinary ability to help people like you build and preserve wealth. Now, more than ever, a variety of retirement planning options are available.

If you haven’t reviewed your retirement plans for a few years, now is an ideal time to do so. Whether you have a company pension plan, a defined benefit pension, a defined contribution pension or an individual pension scheme, we are here to provide pension advice to you. Our Financial Consultants understand the intricacies of taxation and keep abreast of legislation changes. They are hugely experienced having helped thousands of clients plan for their retirement income.

Speak to an expert

Julia and I are very happy to recommend Cooper Associates Wealth Management as we are both enjoying our retirement with financial security thanks to their sound advice.

Mr and Mrs Statton, Retired

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