For fuss-free finance, talk to us
Welcome to the Cooper Associates Group, a leading financial solutions provider dedicated to simplifying and optimising financial planning for individuals, businesses, and families. With a strong commitment to exceptional client service, we bring together mortgages, wealth management, and accountancy services under one roof, ensuring that your financial needs are in safe hands.
Mortgages
At Cooper Associates Mortgages, we believe in making mortgages easier for you. Our experienced team scans the entire market to offer you unbiased and expert advice, whether you're a first-time buyer, home mover, or equity releaser. We take the time to understand your unique circumstances and financial goals, guiding you through the pros and cons of each product while ensuring you can borrow comfortably. With our advice being completely free, you can trust us to provide the best possible mortgage solutions tailored to your needs.
Wealth Management
Our wealth management services, provided by Cooper Associates Wealth Management, are designed to help you achieve your financial aspirations through clear, honest, and transparent advice. We work closely with you to create a personalised financial plan that considers your short and long-term objectives, risk tolerance, and overall financial situation. As a Principal Partner Practice of St. James's Place, we are committed to the highest standards of service, treating every client as our only client and putting you at the heart of our business.
Accountancy
Cooper Associates Accountancy is dedicated to helping you and your business navigate the ever-changing financial landscape. We take a proactive approach to understanding your unique needs, delivering friendly and tailored advice that adds value to your business. Our extensive range of accountancy services includes self-assessments, payroll, tax, and business advisory services, ensuring that you receive the right solutions for your business.
Client Testimonial
Jos Buttler, England Cricketer and Cooper Associates Group brand ambassador, shares his experience: "Cooper Associates Wealth Management's advice is always excellent, their service second to none, and their knowledge exceptional. I have total trust in them looking after my personal finances."
Locations
Our headquarters is located in Taunton, Somerset, with additional offices in Bristol, Cheltenham, Exeter, London, Plymouth, and Reading. Our experienced advisers are available from 8 am to 8 pm, making it convenient for you to book an appointment at a time that suits you best.
Exceptional Customer Service
The numerous reviews regarding Cooper Associates' customer service are unanimously positive, with all authors praising the friendly, courteous, and efficient manner in which their queries were handled. Communication was described as effective, with prompt responses and regular updates throughout the process.
Professionalism and Attention to Detail
Reviewers were impressed by the professionalism and attention to detail demonstrated by the Cooper Associates team. They praised the advice and guidance provided, which helped to alleviate stress and make the process smoother. Several authors noted that the team went above and beyond to find the best deals and accommodate their needs.
Personalized Support
Several reviewers highlighted the personalized support they received, citing specific examples of how the team made them feel valued and understood. This personalized approach helped to build trust and confidence throughout the process.
Reliability and Efficiency
The reviews also praised the reliability and efficiency of the team, with authors noting that they were always available to answer questions and provide updates. This was particularly noteworthy during periods of uncertainty, such as changing market conditions and rising interest rates.
Be the first to review Cooper Associates.
Write a Review
