Our Vision
To be one of the leading boutique financial planning and wealth management companies, valued by all our clients, and ensuring their long-term financial goals are achieved through our specialist expertise and exceptional service.
Our Expertise
Jones Cooper Wealth Management Limited has been offering financial advice to clients since 1993. Our team of experienced professionals are qualified in various fields, including:
- Chartered Accountancy
- Chartered and Certified Financial Planning
- Investment Management
- Chartered Personnel and Development
- Business Management
- IT Training and Development
A Bespoke Approach
Every client is an individual, and we pride ourselves on offering a bespoke service that is meaningful to you. We understand that no two people are the same, and we tailor our process to meet your unique needs and goals. Our aim is to ensure you feel valued and have complete confidence in our abilities.
Our Core Values
- Expertise: We are dedicated to providing accurate and insightful financial advice based on your individual circumstances.
- Honesty: We are transparent in our communication and pricing, building trust with our clients.
- Transparency: We provide clear and concise information about your financial plan and the associated risks.
- Reliability: You can count on us to deliver on our promises and respond promptly to your needs.
- Excellent Service: We are committed to providing a seamless and personalized experience throughout our collaboration.
Our Services
Jones Cooper Wealth Management Limited offers a comprehensive range of financial planning and wealth management services, including:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Inheritance Tax Planning
- Business Advisory Services
Our Commitment
Our team is passionate about helping our clients achieve their financial goals and live fulfilling lives. We are committed to building strong and lasting relationships, providing exceptional service, and delivering exceptional results.
Overall Experience
The House of Entrepreneurship has received overwhelmingly positive reviews from various entrepreneurs who have utilized their services. The majority of reviewers have praised the helpfulness, professionalism, and competency of the staff, providing valuable guidance and resources to aid in starting and developing a business in Luxembourg.
Staff and Service
Reviewers have expressed gratitude for the helpful and knowledgeable staff, particularly Mr. Chimento, Mr. Philippe Linster, and the business consultants who have offered guidance and support throughout the process. Many have praised the extensive resources and information provided, including links, tools, and regulatory information.
Ease of Use
Some reviewers have commented on the ease of getting started with the House of Entrepreneurship, with one reviewer recommending it as the first point of contact for entrepreneurs looking to create a company in Luxembourg. Others have appreciated the flexibility and responsiveness of the staff.
Limitations
However, one reviewer has expressed disappointment with the limited scope of the services provided, stating that specific questions in specific domains cannot be answered and that they were redirected to other institutions. They felt that the service was more like a "secretary" who could only provide general guidance on required paperwork.
Be the first to review Jones Cooper Wealth Management.
Write a Review