We are an experienced, boutique, family-run, financial planning and wealth management business based in Escrick near York. We always strive to do the best for our clients and are passionate about helping them organise and manage their financial affairs. We have built strong and lasting relationships and are committed to providing our clients with a professional, quality and friendly service year after year.
Our business has been built entirely around our clients. Every client is treated as an individual and our recommendations are based on their specific needs and requirements. As a forward-thinking business, we are always looking to improve our services.
Our business has been built entirely around our clients. Every client is treated as an individual and our recommendations are based on their specific needs and requirements. As a forward-thinking business, we are always looking to improve our services.
Services
To be one of the leading boutique financial planning and wealth management companies which is valued by all its clients and to ensure that their long term financial goals are achieved as a result of our specialist expertise and great service. Every client is an individual and we pride ourselves on offering a bespoke service which is meaningful to you.
With over 100 years' combined investment experience, our Investment Committee is responsible for our investment portfolios and the management of the recommended investment strategies. The Committee meets regularly to discuss both asset allocation and fund selection. We offer a range of diversified portfolios, using our own in-house investment research tool, together with other research software.
Our 6 step process has been developed to help you formulate your financial plan. This process helps us understand your needs and desired outcomes in a thorough and robust way. We conduct initial meetings with new clients at our office. This is an opportunity for us to explain how we work and how we charge, and for us both to determine whether we would like to work together.
Client Manager (Paraplanner): Jones Cooper Wealth Management Limited is a well-established, boutique, family-run, successful wealth planning business, specialising in pensions and investments, based in Escrick on the outskirts of York. We service more than 140. Jones Cooper Wealth Management Limited is authorised and regulated by the Financial Conduct Authority.
Reviews (4)
Johannes Kneer
Oct 30, 2021
Report
I had a useful phone call with an advisor first, and after sending additional information via email I received an answer not covering the question. If had not be informed on the topic already, this would have cost precious additional time gathering unnecessary information from a third party.
E-Mail answers are often not signed with a name: so for follow up questions it is unclear to whom one is talking and whether that follow up question was actually answered by the same person. Also when calling the info point one can't get connected because the name is unknown...
In total, the experience makes
E-Mail answers are often not signed with a name: so for follow up questions it is unclear to whom one is talking and whether that follow up question was actually answered by the same person. Also when calling the info point one can't get connected because the name is unknown...
In total, the experience makes
Darcy Jovic
Jan 16, 2020
Report
ClipdisOfficiel
Jul 13, 2018
Report
At the House of Entrepreneurship I've received all the needed information in order to start my business in Luxembourg! Very kind, professional and flexible business consultants guided me through the first steps of my business creation.
Even on my specific VAT and Tax questions, I have received guidance.
I recommend to every business or future business(wo)men to visit the House of Entrepreneurship before starting or developing their business. A very useful and practical information and consulting source. FOR FREE!
Thank you a lot.
Even on my specific VAT and Tax questions, I have received guidance.
I recommend to every business or future business(wo)men to visit the House of Entrepreneurship before starting or developing their business. A very useful and practical information and consulting source. FOR FREE!
Thank you a lot.
Schmit Yves
Jun 08, 2018
Report
The HOE is an excellent idea to help young startups to start their business. However the service provided is not more than some sort of "secretary" to help you find all the papers you need to fill out to register your company. Some guidance can be provided on the different company forms. Specific questions in specific domains cannot be answered and you are redirected to other institutions. Not much of a help and for me almost a waste of time. Such a shame, at least from my experience. Too many experts from other domains are missing to really help you.
