Chris Sheen

Chris Sheen

Cooper Associates Wealth Management Ltd

Minimum savings/pensions: Any amount

0182 342 9099
Based in Taunton
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Verified since: November, 2024

5 out of 5

5 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 06 April 2025

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

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    Chris has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 06 November 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

    Chris has not yet added their qualifications to their profile

  • Transparent Fees

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    Chris has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 06 April 2025

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

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    Chris has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 06 November 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

    Chris has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Chris has not yet added their fees to their profile

Chris is a Financial Adviser at Coopers Associates Wealth Management. Chris has 10 years of experience in Financial Services and has worked across the UK, Europe, Switzerland and the Middle East. He is a member of the Chartered Institute of Securities and Investments, and holds an Investment Advice Diploma and President’s Award from the CISI. He advises on all aspects of personal finance, including retirement planning, investing, protection and specialist insurance, estate and tax planning. Chris is a keen advocate of “real financial planning”, focusing on creating high quality, highly personalised outcomes for clients which allows them the freedom to do the things they want to do, when they want, with the people they want to do it with. When not working, Chris is writing and performing music, attempting to keep fit, or spending time with his partner and their animals. 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.