Additional information

Overview:

We are a Senior Partner Practice of St. James's Place Wealth Management, one of the UK’s most prestigious wealth management organisations.

Cooper Associates Wealth Management Ltd provides advice on Investment Planning, Pensions, Inheritance Tax Planning, Mortgages and certain types of specialist Insurance. For further details, please see the ‘Services’ section.

It’s our mission statement to treat each client as our only client and we therefore do not impose ‘client criteria’. Whatever your circumstances, we’d be delighted to help.

Very few of us manage our finances well. That is hardly surprising: the financial world is complex and fast changing and we have neither the time nor, very often, the inclination to make the most of what is on offer.
Your situation is unique and so, if financial advice is to be truly valuable, it must be based on an appreciation of your individual circumstances. We advise on many aspects of wealth management, helping individuals of widely differing financial resources or life stages.

We provide tailored solutions to our clients and offer advice on Investment Planning, Pensions, Inheritance Tax Planning, Mortgages and certain types of specialist Insurance. With offices in Taunton, Exeter and Bristol we have an adviser close to you.

To arrange a face-to-face meeting with an adviser to discuss wealth management services please call 01823 273130

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.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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