Cooper Johnston Associates

Our Story

At Cooper Park Wealth Management, we are a team of dedicated, experienced, and expert financial planners and investment managers, committed to helping our clients achieve their financial goals and live their desired lifestyle. Our rich history dates back to 2002, when our founder, Peter Cooper, established our company in the beautiful spa town of Harrogate, located in the heart of the Yorkshire Dales.

Our Passion

Our passion is to understand what truly matters to our clients, building a deep, trusting, and enduring relationship with each of them. We believe that money alone does not bring happiness, and that wealth can be a burden as well as a blessing. That is why we are committed to helping our clients reflect on their values, hopes, and aspirations, and create a financial plan that enables them to achieve their goals.

Our Services

We offer a range of services designed to help our clients achieve their financial goals, including:

Financial Planning

We work closely with our clients to define, review, and attain their financial goals. We take the time to understand their needs and goals, and provide personalized financial planning advice tailored to their individual circumstances.

Investment Management

Our experienced investment managers design and manage bespoke investment portfolios, designed to maximize investment returns and tax efficiency. We believe that long-term planning and results are far more important than trying to predict short-term trends.

Retirement Planning

We help our clients plan for their retirement, ensuring that they have a clear understanding of their financial needs and goals, and create a plan to achieve them.

Estate & Tax Planning

We provide expert advice on estate and tax planning, ensuring that our clients' assets are protected and optimized for their benefit.

Fees

We believe that transparency and clarity are key when it comes to fees. We charge our clients a fee for our services, which is based on the complexity of their financial plan and the level of service required.

Our Values

At Cooper Park Wealth Management, we value:

• Trust: We believe that trust is the foundation of any successful partnership.
• Integrity: We are committed to acting with integrity in all our dealings.
• Excellence: We strive for excellence in everything we do.
• Personal Service: We believe that each client is unique, and we provide personalized service to match.

Meet the Directors

Find out more about our directors and their qualifications and expertise.

Our Accreditations

We are proud to be accredited by the Chartered Institute of Insurers (CII) and the Chartered Institute for Securities & Investment (CISI), demonstrating our commitment to excellence and professionalism in the financial services industry.

Contact Us

For more information about our services or to schedule a consultation, please do not hesitate to contact us. Our team is dedicated to providing exceptional service and helping our clients achieve their financial goals.