Jack Cooper

Jack Cooper

Cooper Associates Wealth Management Ltd

Minimum savings/pensions: Any amount

0182 342 9131
Based in Taunton
View location

Top Rated 2025
Verified since: September, 2018

4.9 out of 5

197 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 21 March 2025

    Jack and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 58

    Recent Client Reviews

    Verified reviews: 100%

    Jack has received 58 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 05 December 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • Qualifications Uploaded

    Qualifications not yet added

    Jack has not yet added their qualifications to their profile

  • Transparent Fees

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    Jack has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 21 March 2025

    Jack and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 58

    Recent Client Reviews

    Verified reviews: 100%

    Jack has received 58 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 05 December 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • Qualifications Uploaded

    Qualifications not yet added

    Jack has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Jack has not yet added their fees to their profile

At Cooper Associates Wealth Management Ltd, our approach is to treat every client as our only client. We do not impose unnecessary ‘client criteria’, such as a minimum level of wealth, minimum level of assets or minimum level of income. Whether you’re starting out on your financial journey, or whether you’ve already accumulated significant wealth, we would be delighted to help. We are truly focused on providing bespoke face-to-face financial advice which is underpinned by an unmitigated level of service. I demonstrate such service by providing tailored advice on investments, pensions and inheritance tax planning, with experience built up through a large and diverse client bank. SJP Approved 16/12/2024 The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 25/01/2023

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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Adviser Disclaimer

The value of a pension with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.