Senior Partner Practice of St. James's Place Wealth Management
“Cooper Associates Wealth Management have always put my best interests first by giving advice which is second to none. I would recommend their services to anyone as their knowledge, service and support is exceptional.”
Jos Buttler, Professional Cricketer, Lancashire and England
“Coopers Associates Wealth Management have managed my account for over a decade, providing me with excellent advice and support. More recently Jack Cooper has been overseeing and managing my investments and has always consulted and communicated very effectively, providing me with up to date advice and more importantly ensuring I have an up to date awareness of how my investments are progressing. There is no doubt that he manages a number of portfolio’s, yet he has made me feel I’m his highest priority and he has consistently provided me with the individual support I have needed, ensuring he works around my daily working commitments. I have felt confident and assured that my best interests are being managed by Jack and Coopers Associates Wealth Management.”
Andy Hurry, Director of Cricket, Somerset CCC
“The service I have received from Blake and the team at Cooper Associates Wealth Management has been second to none. From the beginning Blake understood my situation and took the time to explain my options precisely and answered any questions I had. The support behind the scenes has been invaluable and I feel very happy having Cooper Associates Wealth Management look after my financial needs. I would recommend their services to everyone looking for clear, holistic advice.”
Jack Leach, Somerset & England Cricketer
“Julia and I are very happy to recommend Cooper Associates Wealth Management Ltd, as we are both enjoying our retirement with financial security thanks to their sound advice. Blake has provided us with advice on financial planning to suit our personal requirements and promotes good discussion and thorough understanding of the issues with a friendly and professional approach.”
Graeme and Julia Statton
“Martyn has been my account manager for some years and I have found him to be highly professional, very approachable and understanding in all aspects of financial management. He is very clear and precise in his advice and I feel very secure and relaxed that my investments and pension are in his safe hands.”
“Carl Gazzard always has my best interests at heart and offers a wholly professional approach and service. I really value Carl’s advice and would highly recommend him.”
Site Manager, Taunton
“Martyn has always put my interests first by giving sound and trustworthy advice. He has always been there even if my questions may have seemed futile. I would not hesitate to recommend Martyn to my friends and colleagues.”
“I have been receiving advice from Glyn at Cooper Associates for nearly 10 years and have always found it to be sound, good advice. The service from the back up team is far superior to any service I have encountered previously. I would recommend Glyn and Cooper Associates without hesitation.”
K Coleman, Company Director, Taunton
“I have been a client of Cooper Associates Wealth Management for a number of years and have always been impressed with how Lee and his team have handled my range of investments. They are very reliable and always give me sound and trustworthy advice based on my specific needs. I would not hesitate to recommend them to anyone.”
Daniel Law, Airline Pilot
“Alan and I have no hesitation in recommending Cooper Associates in all aspects of financial planning. Straightforward honest advice and plain talking which always makes sense. We have passed Cooper Associates on to many of our friends who always give fantastic feedback.”
Christine Thatcher, Company Secretary
“Lee Cooper has been of great value to me, and had I not changed from my previous adviser, my future safe guards for pensions and savings would have been in question. I have always felt that the advice given was very much for my benefit and circumstances for the future.”
Robin Wale, Dairy Adviser, Bridgwater
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 Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Cooper Associates Wealth Management Ltd is registered in England and Wales, Number 06890675. Registered Office: 40 St James Buildings, St James Street, Taunton, Somerset, TA1 1JR.