As one of the few companies in the UK to be accredited and recognised as a Chartered Financial Planning firm alongside all Advisers being qualified as Chartered Financial Planners, we provide comprehensive financial planning and wealth management advice to Individuals, Companies and Trustees. We will help you define, review and attain your financial objectives, with less risk and cost than if you attempted it yourself.
Bespoke ongoing investment advice designed to maximise the investment returns and tax efficiency of an investment or pension strategy. It's different from most other Financial Advisers you may have met. Everything we do is about YOU and we base the financial plan around your life, your goals and your ambitions.
Bespoke ongoing investment advice designed to maximise the investment returns and tax efficiency of an investment or pension strategy. It's different from most other Financial Advisers you may have met. Everything we do is about YOU and we base the financial plan around your life, your goals and your ambitions.
Services
Cooper Johnston Wealth Management was formed in 2002 by Peter Cooper and Ian Johnston to provide a professional, fee based, holistic financial planning and wealth management service to clients. We are passionate, enthusiastic and fully committed to helping you achieve your personal and financial objectives.
Our aim is to provide a professional, holistic financial planning and wealth management service to our clients. We are passionate and enthusiastic about the benefits of financial planning and fully committed to helping our clients achieve their financial and personal objectives. We recognise that the most important aspect of our relationship with clients is trust and we pride ourselves on the long term relationships we build with clients.
As independent financial advisers, we offer a comprehensive financial planning and wealth management service to help our clients meet their lifetime objectives. The ultimate aim is for our clients to have arranged their affairs so that they will be financially independent and able to afford not only their desired lifestyle pre- and post-retirement, but also have sufficient provision to maintain income in case of unexpected events.
As holistic financial planners, we provide investment management, retirement planning, tax planning, life insurance, income protection and long term care advice. We do not provide mortgage advice albeit we can recommend an independent mortgage broker to you. We are also happy to recommend appropriate accountancy and legal advice and liaise with other professionals as required.
As an innovative and dynamic firm we always look to adapt to the constantly changing financial services environment by embracing technology and other industry innovations that allow us to provide the highest quality service and advice to our clients. However, the most valuable and effective resource that enables us to provide this service is our dedicated and loyal staff.
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