Cooper Associates

Cooper Associates Group is a leading financial solutions provider dedicated to simplifying and optimizing financial planning for individuals, families, and businesses. With a focus on exceptional client service, we bring together a diverse range of financial services under one roof, ensuring that our clients benefit from comprehensive, integrated solutions tailored to their unique needs. At Cooper Associates Group, we strive to provide the highest level of service, empowering our clients to take control of their financial future with confidence and peace of mind.

Mortgages

At Cooper Associates Mortgages, we believe that finding the right mortgage should be a stress-free experience. That's why we scan the entire market to provide our clients with the best mortgage advice for their individual circumstances, whether they are first-time buyers, home movers, or equity releasers. We take the time to understand each client's needs, discussing the pros and cons of various products and the implications for their financial situation. Our advice is always free, and we're committed to helping our clients borrow comfortably while considering their long-term financial goals.

Wealth Management

Cooper Associates Wealth Management, a Principal Partner Practice of St. James's Place, offers made-to-measure financial planning services for those seeking to achieve their financial goals. With a focus on clear, honest, and straightforward advice, we cater to clients from all walks of life, treating each one as our only client. Our wealth management services include investment planning, investment management, retirement planning, and estate planning, ensuring that our clients receive the best possible advice to safeguard their financial future.

Accountancy

Cooper Associates Accountancy works with individuals and businesses to help them navigate the ever-changing marketplace. We take the time to understand each client's unique requirements, providing friendly and considered advice tailored to their needs. Our accountancy services include self-assessments, payroll, tax, and business advisory services, ensuring that our clients have the right solutions to stay on top of their financial obligations.

Protection and Corporate Finance Services

At Cooper Associates, we also provide a range of protection and corporate finance services to safeguard our clients' interests. Our protection services include life insurance, critical illness cover, income protection, and business protection, while our corporate finance services cover pension reform, corporate planning, corporate pensions, and workplace pensions. Additionally, we offer a variety of accounting software solutions for businesses seeking to streamline their financial management processes.

Working with You

At Cooper Associates Group, we pride ourselves on working closely with our clients, whether they are individuals, business owners, charities, or trusts. Our team of experts is dedicated to providing the highest level of service, ensuring that each client receives tailored financial solutions designed to meet their short-term and long-term goals. With a focus on transparency, integrity, and accountability, we're committed to building long-lasting relationships based on trust and mutual respect.