Cooper & Associates Wealth Management
Weir Bank
Bray
Maidenhead
Berkshire
SL6 2ED
Tel: 01628 762694
Fax: 01628 762650
Email
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Wealth Management

 

Typical Clients

The majority of our clients are referred to us as friends, family or colleagues of existing clients, as we put advice before sales and concentrate on building long-term relationships.

We work with individuals who have above average earnings and our typical clients are:

  • Business owners / entrepreneurs


  • Directors or Senior Managers (often in the IT or Telecommunications sectors, but not exclusively)


  • Live or work in the Thames Valley Region or London


  • Looking to form a long-term relationship with a trusted financial planner as they take their financial futures seriously




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    Cooper & Associates Wealth Management is Authorised and Regulated by the Financial Services Authority.

    We are entered in the FSA's register under reference 503687. www.fsa.gov.uk/register

    The Financial Services Authority does not regulate some forms of tax planning, taxation and trust advice.

    The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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