Cooper Associates Group

About Us

Cooper Associates Group provide advice on financial matters and we deliver our services from three distinct and award winning brands.

Cooper Associates Mortgages is an award-winning mortgage advisory firm, delivering tailored mortgage and insurance advice. The firm was named Best Mortgage Office in the UK at the ESTAS awards in 2019, 2018 and 2017.

Cooper Associates Wealth Management is a financial advisory firm, providing investment, pension and inheritance tax advice.

Cooper Associates Accountants offers a variety of accountancy services to businesses and individuals..

As one of the country’s fastest growing financial firms, Cooper Associates recognise the importance of delivering an exceptional level of service to all their clients. They are committed to treating every client as if they are their only client and don’t impose minimum loan sizes, minimum incomes or minimum assets; they provide advice at whatever level is required.

Cooper Associates have close links with professional sport and have the ground naming rights at The Cooper Associates County Ground, the home of Somerset County Cricket Club, in addition to being an official partner of Exeter Chiefs. They have England cricketers Jos Buttler, Jack Leach and Tom Banton as both clients and brand ambassadors for the business.

Cooper Associates recently extended their offices, taking the opportunity to improve their client meeting rooms and facilities, as well as introduce a fully equipped gym which is available to their staff.

On average, our advisors have over 12 years experience working within the financial services industry. Having been selected from only a small proportion of financial advisors that can meet our strict selection criteria, advisors within Cooper Associates Ltd are continually developed by our in-house training team. This provides you with the peace of mind that your advisor’s expertise is keeping pace with the complexities of a fast changing financial world.

For advice to be truly valuable an understanding of your financial position is imperative and we believe that this is achieved through face-to-face advice. Building long-lasting personal relationships with our clients is fundamental to what we do and we will strive constantly to ensure that this is achieved.

Starting from the simple principle that every client should be treated as our only client, we aim to build long term relationships whereby professionalism and integrity are the fundamentals.