About the Business

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

We treat every client of ours as if they are our only client. We don’t believe in minimum loan sizes, minimum incomes or minimum assets. We are only interested in providing advice to you at whatever level it is required. Service is paramount to our firm and we have won awards for the service we deliver.

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. After all, happy clients refer their friends, their family and their colleagues.

We recognise when it comes to your finances, you want to be dealing with an expert in their field. Our key asset is our people and we invest heavily in them. Having been selected from only a small proportion of financial advisors that can meet our strict selection criteria, our people are continually developed by our in-house training team. This provides you with the peace of mind that your advisor’s expertise is keeping pace with the complexities of a fast-changing financial world.

We also recognise that the personal approach is imperative when dealing with sensitive matters such as finance. All of our clients have mobile access to their designated advisor and we offer as many face-to-face meetings as you need.

Business Services

Wealth Management

Wealth Management

We understand as your circumstances change so do your financial requirements and your need for specialist advice.
We have a dedicated Wealth Management division, Cooper Associates Wealth Management Ltd, a partner practice of St. James's Place Wealth Management. St. James’s Place Wealth Management is an award-winning FTSE 100 company with £52bn of client funds under management. Our advisors do not advise within all product areas. We encourage our advisors to specialise within areas of advice and we develop them within those sectors. The financial industry is complex and fast changing and we want our specialists to be extremely special at what they do.
Business Protection

Business Protection

Whilst many businesses have their company assets insured, such as the premises and cars, many more forget that their greatest asset is their people. Our specialist independent advisors work in partnership with you to help safeguard the future of your business. Whether you are a key person, or you have an individual who your business is heavily reliant on, we can help protect you against their loss or serious illness. We can advise you on shareholder and partnership protection, to ensure the business you have worked so hard for doesn’t fall into inexperienced hands in the event of the unexpected happening.
Location & Hours

40 Saint James Street

Taunton, TA1 1JR
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