A PARTNER FOR LIFE
We can advise you on the best way to protect your assets.
Setting your future free
We provide personal, financial advice to everybody.
No minimum loan sizes, incomes or assets.
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Our time is your time
Service is paramount to us and we win awards for the service we deliver. We offer advice at a place and time convenient for you
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Our key asset is our people and we invest heavily in them. Our advisors are continually developed to keep pace with an ever changing world.
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No matter how complex your situation may seem to be, our experienced advisors can guide you through the process, simplify it and take your stress away.
We like to think of ourselves as your silent business partner. Our specialist independent advisors work with you to safeguard your future.
Our dedicated division, Cooper Associates Wealth Management Ltd, are equipped to guide and help you in any area of financial planning. Whatever your circumstances, they'd be delighted to help.
We don’t believe in off-the-shelf solutions. We prepare bespoke recommendations based on your circumstances and aim to build a lifelong relationship.
We have a range of tools that can help you discover how much you are able to borrow based on your income and savings or calculate your mortgage repayments.
We offer a national level of service with our main offices based in Taunton, Bristol and Exeter.
We understand in most instances, you want to meet your advisor and tell us what it is you are looking to do. We listen, take time to establish exactly how we can help you, and then make sure you are comfortable with the process.
Cooper Associates Ltd is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register under No 493369 at www.fca.org.uk/register. The Financial Conduct Authority does not regulate some aspects of commercial and buy-to-let mortgages.