About us

Our approach to finance isn’t about us, it is about you

Our business is the provision of advice on financial matters and we deliver our services from three distinct and award winning brands.

Cooper Associates is an award winning mortgage advisory firm and our service is the delivery of tailored mortgage and insurance advice.

Cooper Associates Wealth Management is a financial advisory firm, and our service is the provision of investment, pension and inheritance tax advice.

Cooper Associates Accountants offers accountancy services to our clients.

Despite being one of the country’s fastest growing financial firms, we recognise that our continued success is dependent on making sure we get matters just right for you. We treat every client of ours as if they are our only client and we don’t believe in minimum loan sizes, minimum incomes or minimum assets. All we are interested in is providing advice to you at whatever level is required.

A key asset is our people and we have extensive experience and expertise. Equally, we underpin our advice offering with an exceptional level of award winning service.

Awards

Our advice quality is also recognised

Best Regional Mortgage Broker in the South-West at the ESTAS 2017
We won Best Mortgage Office in the UK and Best Regional Mortgage Broker in the South-West at the ESTAS 2017
ACQ Awards 2016
We won the Financial advisery Firm of the Year in the ACQ Global Awards 2015 and 2016
ACQ Awards 2015
In 2015 we won South-West’s Best Mortgage Broker in the AI Awards for Business Excellence.