Home - 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

Cooper & Associates Wealth Management

Cooper & Associates Wealth Management offers a comprehensive financial planning service and wealth management advice to Individuals, Companies and Trustees. We are located in the village of Bray, on the outskirts of Maidenhead, East Berkshire.

We aim to ensure the highest possible level of client care by providing you with detailed financial planning advice tailor made for your circumstances.

Our emphasis is on building and maintaining a long-term trusted relationship with our clients, whilst showing distinct quality, integrity and excellence, which in turn gives you peace of mind. We offer clients a bespoke and high level personal service that is rarely seen in today’s financial market place and take time to really get to know our clients before offering advice.

Upon your request we will invite you to an exploratory meeting at our offices, at which the features and benefits of our service will be explained. The aim of this meeting will be to decide whether we would be the right people to advise you and whether our service would deliver significant value for money.

After assembling relevant data, a second meeting will be arranged at which the first draft of your Financial Plan will be prepared, with a schedule of recommended actions. This meeting usually lasts 3-4 hours. Developing Financial Plans with clients has been found to be far more effective than producing ‘reports’ to clients.

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.