Investments
Solutions to help you achieve successful financial growth
Whether you’re looking to invest for growth, income or a combination of the two, we can help you achieve your financial goals
Securing your financial future requires both a robust Investment Management Approach and expert financial advice.
We have access to investments spread across asset classes and world-leading fund management teams, delivering the chief element of a successful investment strategy, diversification.
Expert financial advice, both initially and ongoing, will make certain your investment is structured tax-efficiently and makes use of the available reliefs and allowances.
We work with you and for you, and together we achieve your financial objectives. It’s a marathon, not a sprint, and it’s a close relationship we have with you, not a transactional acquaintanceship.
The value of investments with St. James’s Place will be directly linked to the performance of selected funds and these can fall as well as rise. You may get back less than the amount initially invested.
Equities do not provide the security of capital associated with a deposit account with a bank or building society.
Investment Bonds
Investment Bonds
With historically low levels of interest currently being paid on bank and building society accounts, many long-term investors are looking for a better return on their investments...
Read moreUnit Trusts
Unit Trusts
Unit Trusts offer a range of solutions for medium to long-term capital growth and income. Often seen solely as a key component of a Stocks & Shares ISA, Unit Trusts provide a variety of benefits to investors...
Read moreISAs
ISAs
ISAs are one of the most tax-efficient and popular ways to save and invest for the future, offering attractive tax breaks and huge flexibility...
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Junior ISAs
Junior ISAs
We all wish for the very best for the children in our lives. In a fast-changing world we don’t know what their future will hold, but we want to ensure they have the best opportunity to live a happy life...
Read moreWe work with you and for you, and together we achieve your financial objectives. It’s a marathon, not a sprint, and our relationship with you is designed to reach the finishing line together.
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