Cooper Associates Wealth Management Ltd provides advice on Investment Planning, Pensions, Inheritance Tax Planning, Mortgages and certain types of specialist Insurance. We are a Senior Partner Practice of St. James's Place Wealth Management, one of the UK's most prestigious wealth management organisations. It's our mission statement to treat each client as our only client and we therefore do not impose 'client criteria'. Whatever your circumstances, we'd be delighted to help. Working With You Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you. We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop a long term relationship with you. We aim to deliver our commitment by: Providing personal face-to-face financial advice Giving you the opportunity to review your financial affairs regularly Effectively managing your investments via our distinctive approach Keeping you informed of the latest news and any changes that might affect your personal situation Listening to your feedback Ensuring that our dealings with you are sensitive to your needs Our firm provides advice holistically but our principal advice is tailored to Investment Planning, Pension Planning, Estate & Inheritance Tax Planning, Long Term Care Planning and Protection. Our Financial Advisers help you plan for your future and their recommendations are bespoke to your individual requirements. Irrespective of where you are on your financial journey, we're happy to help and each client is treated as if they are our only client. If you're looking for Investment Advice we have the expertise to help. We can provide an appraisal on your existing investments, or perhaps help you make your first investment. If you're looking for Pension Advice we have the expertise to help. We can help get you started, or perhaps provide guidance on the plans you've already made. It could be that you need advice on the options to take once you reach retirement or you may simply want reassurance what you're doing is suitable. Whatever your requirement our highly experienced and qualified advisers are happy to help. Other areas of finance, such as Inheritance Tax Planning and Long Term Care Planning require specialist knowledge. We have specialist Financial Advisers who can provide expert advice in these areas.