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Cooper & Associates Wealth Management
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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. |
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Latest News
ISAs: Budget changes and the new limitsNew limits In the 2008 Budget, the Chancellor announced increases to the ISA investment limits. This has now been followed in the 2009 Budget by further increases to the limits, initially for the over 50s but eventually for everyone. Under the new simplified rules, there are now .... |
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