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: October, 2023
4.7 out of 5
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FCA Regulated
Jason and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 03 April 2025
Jason and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
33
Recent Client Reviews
Jason has received 33 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jason has received 33 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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Last checked: 30 January 2025
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.
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Jason has not yet added their qualifications to their profile
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Jason has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Jason and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 03 April 2025
Jason and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
33
Recent Client Reviews
Jason has received 33 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jason has received 33 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: 30 January 2025
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
Jason has not yet added their qualifications to their profile
Qualifications not yet added
Jason has not yet added their qualifications to their profile
Transparent Fees
Jason has not yet added their fees to their profile
Fees not yet added
Jason has not yet added their fees to their profile
Jason joined Cooper Associates in 2009 and is an experienced financial consultant who specialises in providing investment and financial planning advice to his clients, helping them achieve their financial goals. Jason started his career with Cheltenham & Gloucester where he acted as an intermediary manager for Somerset. In his spare time Jason enjoys spending time with his family on holiday, skiing and attending music festivals. Jason also helps run a local veterans football team. 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. 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 xx/xx/xxxx
£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.