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Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Taunton (out of 359)

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A picture of Jack Cooper
Jack Cooper

Cooper Associates Wealth Management Ltd

58 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

At Cooper Associates Wealth Management Ltd, our approach is to treat every client as our only client. We do no...
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Taunton (0.24 miles away)

Restricted Financial Adviser

Verified since September, 2018

Savings/pensions: Any level

A picture of Jason Challis
Jason Challis

Cooper Associates Wealth Management Ltd

33 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

Jason joined Cooper Associates in 2009 and is an experienced financial consultant who specialises in providing...
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Somerset (0.24 miles away)

Restricted Financial Adviser

Verified since October, 2023

Savings/pensions: Any level

A picture of Daniel White
Daniel White

White Financial Services

15 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

We believe in sitting down with our clients, getting to know their story, and crafting financial solutions tha...
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Taunton (1.63 miles away)

Independent Mortgage Adviser

Verified since February, 2022

Free one hour initial consultation

Mortgage value: Over £100,000

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A picture of Christo Nation
Christo Nation

Cooper Associates Wealth Management Ltd

38 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

Christo is Associate Director of Cooper Associates Wealth Management. Christo’s role includes supporting our ...
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Taunton (0.24 miles away)

Restricted Financial Adviser

Verified since October, 2023

Savings/pensions: Any level

A picture of Tim Groenewald
Tim Groenewald

Cooper Associates Wealth Management Ltd

26 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

Tim provides advice to both businesses and private clients including investment planning, retirement planning ...
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Somerset (0.24 miles away)

Restricted Financial Adviser

Verified since October, 2023

Savings/pensions: Any level