Who we are
It’s not about us, it’s about you
Cooper Associates Wealth Management is a financial advisory firm, and our service is the provision of investment, pension and inheritance tax planning advice
We are a large firm, but we aim to make you feel as though you are our only client. Our vision and our service are only as good as the client expectations they exceed.
Our approach isn’t unique. It’s actually simple and uncomplicated. We provide first-rate financial advice, supported by an outstanding level of service to you.
We provide tailored face-to-face advice to individuals, business owners, corporates and charities & trusts. We don’t impose unnecessary criteria to become a client of our firm. Whatever your circumstances we want to help you achieve your financial aims.
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
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