Voted Best Mortgage Office in the UK and Best Regional Mortgage Broker in the South West at the ESTAS 2020. At Cooper Associates, our core values are at the heart of everything we do. We provide an unparalleled level of service to our clients, with whom we look to build a lifelong relationships based on trust and integrity.
We don't believe in jargon, our award winning mortgage advisers work only to give you a bespoke, personal mortgage recommendation tailored just for you. Our wealth of mortgage experience extends from first-time buyers to advice on moving home, remortgaging, buy-to-let mortgages and equity release. We know the value of face to face advice.
We don't believe in jargon, our award winning mortgage advisers work only to give you a bespoke, personal mortgage recommendation tailored just for you. Our wealth of mortgage experience extends from first-time buyers to advice on moving home, remortgaging, buy-to-let mortgages and equity release. We know the value of face to face advice.
Services
About us
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Our business is the provision of advice on financial matters and we deliver our services from three distinct and award winning brands. Cooper Associates is an award winning mortgage advisory firm and our service is the delivery of tailored mortgage and insurance advice. Cooper Associates Wealth Management is a financial advisory firm, and our service is the provision of investment, pension and inheritance tax advice.
Our Approach to Wealth Management
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At Cooper Associates Wealth Management we've chosen to work with St. James's Place Wealth Management because their values are aligned with ours and they have a strong heritage. St. James's Place Wealth Management is a FTSE 100 company with 90.7bn of client funds under management. Our approach is to treat each client as our only client and we therefore do not impose unnecessary 'client criteria', such as a minimum level of wealth.
Careers
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We offer those who strive to succeed a meritocratic environment in which they can prosper. We are committed to developing our people and helping them to achieve their goals and aspirations. We will develop, support and mentor our individuals and in return, we expect them to deliver. Cooper Associates places great emphasis on recruiting only the highest calibre of individual.
Foundation
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The Cooper Associates Foundation is the philanthropic arm of the Cooper Associates Group, acting to support charities through clients associated with the Cooper Associates community. Our giving is guided by themes, with the main focus on children and young people who have special needs through illness or disability, or who are disadvantaged in other ways.
Mortgages
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Starting from the simple principle that each client should be treated as our only client, we aim to build long term relationships whereby professionalism and integrity are the fundamentals. For mortgage advice to be truly valuable, an understanding of your financial position is imperative and we achieve this through face-to-face meetings between you and your expert mortgage adviser.
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