Financial Planning Process - Financial Planning Specialists

Cooper & Associates Wealth Management
Weir Bank
Bray
Maidenhead
Berkshire
SL6 2ED
Tel: 01628 762694
Fax: 0872 111 5668
Email
View map

Wealth Management

The Financial Planning Process

Cooper & Associates Wealth Management offers a comprehensive financial planning service which helps clients identify, achieve & maintain their desired future lifestyle without the fear of ever running out of money.

We believe in telling our clients the real truth about money. This is not whether “this fund” is better than “that fund” or “this product provider is better than that one”. (We’ve found that some clients have experienced that approach from previous advisers and find it dull and boring). The truth about money is far deeper, and far more important than “products”.

Our service answers the BIG questions that some financial advisers’ shy away from such as:

What do you want to achieve with the remainder of your life?

When can you stop doing what you no longer enjoy doing?

When can you start doing what you really love doing?

What do you need to do to ensure that you NEVER run out of money?

What do you need to ensure that your family are totally financially secure WHATEVER happens?

And perhaps the biggest question of all.....

How much money is enough?

These are the important questions that need truthful answers. To provide these answers we go through a detailed three stage process to help you develop your plan to attain financial independence.

The First Stage - Lifeplanning™

The Second Stage – Financial Planning

The Third Stage - Product Planning

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.