Testimonials

A client’s perspective

What our clients say about us

We understand that choosing the right financial advisory firm isn’t easy and it’s an enormous decision for you. For this reason, most firms look to position their uniqueness in the hope they will stand out from the crowd. We don’t do this.

Cooper Associates Wealth Management isn’t a unique firm. We simply deliver comprehensive financial advice supported by an outstanding level of service.

I use Cooper Associates Wealth Management to manage my finances. Their advice is always excellent, their service is second to none and their knowledge exceptional. Cooper Associates are very easy to communicate with whether I am based at home or abroad which is invaluable. I have total trust in them looking after my personal finances.

Jos Buttler

England Cricketer

I use Cooper Associates Wealth Management to manage my finances. Their advice is always excellent, their service is second to none and their knowledge exceptional. Cooper Associates are very easy to communicate with whether I am based at home or abroad which is invaluable. I have total trust in them looking after my personal finances.

Jos Buttler

England Cricketer

I have been a client of Cooper Associates Wealth Management for a number of years and have always been impressed with how the 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

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. Our adviser 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.

Mr and Mrs Statton

Retired

Cooper Associates Wealth Management has managed my finances for over a decade, providing me with excellent advice and support. They communicate 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 my adviser 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 Coopers Associates Wealth Management

Andy Hurry

Director of Cricket
Somerset County Cricket Club

When dealing with Cooper Associates Wealth Management, I received expert advice with the most professional service. They are the epitome of a firm that puts its clients first.

Marcus Trescothick

Former England & Somerset cricketer

When dealing with Cooper Associates Wealth Management, I received expert advice with the most professional service. They are the epitome of a firm that puts its clients first.

Marcus Trescothick 

Former England & Somerset cricketer

The service I have received from the team at Cooper Associates Wealth Management has been second to none. From the beginning, they 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

England Cricketer

Alan and I have no hesitation in recommending Cooper Associates Wealth Management in all aspects of financial planning. Straightforward honest advice and plain talking which always makes sense. We have passed Cooper Associates details on to many of our friends who always give fantastic feedback.

Christine Thatcher

Secretary