Taunton, United Kingdom
Cooper Associates Group is a financial services company that prioritizes individualized client treatment, trust, experience, and exceptional service. The group comprises three distinct brands: Cooper Associates Mortgages, Cooper Associates Accountants, and Cooper Associates Wealth Management. Cooper Associates Mortgages, an award-winning mortgage advisory firm, offers tailored mortgage and protection advice, eschewing off-the-shelf solutions. In a similar vein, Cooper Associates Accountants provides personalized, value-adding advice to individuals, sole traders, partnerships, and limited companies. Finally, Cooper Associates Wealth Management, representing only St. James’s Place Wealth Management plc, focuses on financial advisory services, including investment, retirement planning, and inheritance tax advice, all tailored to individual circumstances.
One of the distinctive features of Cooper Associates Wealth Management Ltd is its holistic approach to financial planning, aiming to integrate and simplify clients' financial needs under one umbrella. The group's services are underpinned by an integrated and cohesive approach, allowing for optimized planning for diverse requirements. However, it's essential to note that the services provided by Cooper Associates Mortgages and Cooper Associates Accountants are separate and distinct from those offered by Cooper Associates Wealth Management and St. James’s Place.
