0182 342 9131
Based in Taunton
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: September, 2018
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Jack and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
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
Jack has received 58 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jack has received 58 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.
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
Jack has not yet added their qualifications to their profile
Qualifications not yet added
Jack has not yet added their qualifications to their profile
Transparent Fees
Jack has not yet added their fees to their profile
Fees not yet added
Jack has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Jack and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
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
Jack has received 58 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jack has received 58 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.
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
Jack has not yet added their qualifications to their profile
Qualifications not yet added
Jack has not yet added their qualifications to their profile
Transparent Fees
Jack has not yet added their fees to their profile
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).
About Jack's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
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.