Starting from the simple principle that every client should be treated as our only client, our foundations are based on trust, experience and outstanding service. We deliver financial advice from our three distinct brands.

Cooper Associates Mortgages is an award-winning mortgage advisory firm, delivering mortgage and protection advice. We do not believe in off-the-shelf solutions and understand every single client has their own unique personal concerns, responsibilities and ambitions. Whatever you are looking to do, our bespoke fee free mortgage advice will be tailored perfectly to suit your individual requirements.

Cooper Associates Accountants is an accountancy firm and offers services to individuals, sole traders, partnerships and limited companies. Our aim is to deliver value-adding advice underpinned with a bespoke, diligent and personal service. 

Cooper Associates Wealth Management is a financial advisory firm, delivering investment, retirement planning and inheritance tax advice. We recognise for financial advice to be truly valuable it must be based on an appreciation of your individual circumstances. Our objective is to help you achieve your financial goals and we do this by adopting a truly holistic approach. 

Cooper Associates Wealth Management Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 16/12/2024

Our holistic approach brings together your financial needs in one place, and our integrated and cohesive services can optimise and simplify any planning requirements you may have.

The services provided by Cooper Associates Mortgages and Cooper Associates Accountants are separate and distinct from those offered by Cooper Associates Wealth Management and St. James’s Place 


Cooper Associates Group

Org chart

Teams

Offices

Similar companies