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.
To arrange a face-to-face meeting with an adviser please call 01823 273130