Financial Planning Services

Looking out for you, every step of the way

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

Cooper Associates Wealth Managements’ objective is to help you achieve your financial goals, and we do this by offering a truly holistic approach.

We provide expert advice on investments, pensions and inheritance tax planning. Additionally, our advisers provide advice on long term care and corporate financial planning.

Our services are available to all. We do not impose ‘client criteria’, such as a minimum investment amount. We treat every client as our only client and whatever your circumstances we’d be delighted to help.


If you would like to talk to us about your finances, please

Cooper Associates Wealth Management Services

Pension

  • Personal Pensions
  • SIPP
  • SSAS Pension
  • Group Personal Pension
  • Auto Enrolment
  • Flexi-Access Drawdown
  • UFPLS
  • Annuities

Investment

  • ISAs
  • Junior ISAs
  • Investment Bonds
  • Unit Trusts
  • Offshore Investments
  • EISs
  • VCTs
  • Portfolio Management Service

Inheritance and Estate Planning

  • Discounted Gift Plan
  • Gift Plan
  • Loan Plan
  • Trustee Investments
  • Later Life Planning Scheme
  • EIS Portfolios
  • VCT Portfolios
  • Whole of Life Protection

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.

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