Corporate Services

Plan carefully and achieve results

Running a successful business takes time, commitment, hard work and determination.

This means that often owners have little time to think about their own financial objectives, or the protection of the business they have created. As a result, planning your own and your employees’ financial security becomes neglected or often completely overlooked.

As a business owner, it is important to look after your own increasingly complex personal financial affairs. Careful planning is key to ensuring financial security over the longer term, and advice from a wealth management specialist can help you meet your aims whilst you concentrate on managing the business.

Our wealth management services are provided by our award winning sister company, Cooper Associates Wealth Management.

Corporate Services

Pension Reform
Corporate Investments
Corporate Pensions
Business Protection
Shareholder Protection
Employee Benefits

The value of an investment will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Our wealth management services are provided by our award winning sister company, Cooper Associates Wealth Management.