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Starting from the simple principle that every client should be treated as our only client, our foundations are based on trust, experience and outstanding service. We deliver financial advice from our three distinct brands.
Cooper Associates Mortgages is an award-winning mortgage advisory firm, delivering mortgage and protection advice. We do not believe in off-the-shelf solutions and understand every single client has their own unique personal concerns, responsibilities and ambitions. Whatever you are looking to do, our bespoke fee free mortgage advice will be tailored perfectly to suit your individual requirements.
Cooper Associates Accountants is an accountancy firm and offers services to individuals, sole traders, partnerships and limited companies. Our aim is to deliver value-adding advice underpinned with a bespoke, diligent and personal service.
Cooper Associates Wealth Management is a financial advisory firm, delivering investment, retirement planning and inheritance tax advice. We recognise for financial advice to be truly valuable it must be based on an appreciation of your individual circumstances. Our objective is to help you achieve your financial goals and we do this by adopting a truly holistic approach.
Cooper Associates Wealth Management Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 16/12/2024
Our holistic approach brings together your financial needs in one place, and our integrated and cohesive services can optimise and simplify any planning requirements you may have.
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
Company Details
- Employees
- 118
- Address
- 40 St James Buildings (Head Office), St James Street,united Kingdom
- Industry
- Financial Services
- Website
- http://www.thecooperway.com
- Keywords
- Mortgage Advice, Buy to Let, Remortgage, Personal Protection, Life Cover, Critical Illness, Income Protection, Self-Employed Mortgages, Equity Release, Business Insurance, First-Time Buyer Advice, Long Term Care, Inheritance Tax Planning, Accountancy, Cloud Accounting, Payroll, Tax & VAT, Company Secretarial, Wealth Management, Retirement, Investment Planning.
- HQ
- Taunton, Somerset
Cooper Associates Group Questions
Cooper Associates Group's website is http://www.thecooperway.com
Cooper Associates Group's LinkedIn profile is https://uk.linkedin.com/company/cooper-associates-ltd
Cooper Associates Group has
118 employees.
View email and phone details for 118
employees at Cooper Associates Group.
Cooper Associates Group's industry is
Financial Services
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Cooper Associates Group's categories are Financial Services
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Top Cooper Associates Group Employees
-
Tracy Cooper
Owner, Cooper Associates
Watford, England, United Kingdom, United Kingdom1cooperandassociate.co.uk -
Blake Ellis DipPFS, ACSI, Cert CII (MP and ER)
Senior Financial Consultant At Cooper Associates Wealth Management
Taunton, England, United Kingdom, United Kingdom -
Mette Jensen
Senior Financial Adviser At Cooper Associates Wealth Management
Bristol, England, United Kingdom, United Kingdom -
Megan Barton
Senior Marketing Leader With Over 16 Years Experience Within Financial Services, Events And Hospitality.
Cheltenham, England, United Kingdom, United Kingdom1consumerintelligence.com
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