Our Approach to Wealth Management

Bespoke face-to-face financial advice

Our wealth management services are provided by Cooper Associates Wealth Management.

At Cooper Associates Wealth Management we’ve chosen to work with St. James’s Place Wealth Management because their values are aligned with ours and they have a strong heritage. St. James’s Place Wealth Management is a FTSE 100 company with £65.6bn of client funds under management.

Our approach is to treat each client as our only client and we therefore do not impose unnecessary ‘client criteria’, such as a minimum level of wealth. Whether you’re starting out on your financial journey, or whether you’ve already accumulated significant wealth, we’d be delighted to help.

We are an award winning company and we are truly focused on providing bespoke face-to-face financial advice which is underpinned by an award winning level of service.

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