Jason Challis

Jason Challis

Cooper Associates Wealth Management Ltd

Minimum savings/pensions: Any amount

0182 342 9131
Based in Taunton
View location

Top Rated 2025
Verified since: October, 2023

4.7 out of 5

98 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 03 March 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

    Verified reviews: 100%

    Jason has received 33 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    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

    Qualifications not yet added

    Jason has not yet added their qualifications to their profile

  • Transparent Fees

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    Jason has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 03 March 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

    Verified reviews: 100%

    Jason has received 33 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    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

    Qualifications not yet added

    Jason has not yet added their qualifications to their profile

  • Transparent Fees

    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.