0117 295 7680
Based in Bristol
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2024
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Tom and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 06 April 2025
Tom and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
20
Recent Client Reviews
Tom has received 20 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tom has received 20 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 06 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Tom has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Tom has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Tom has not yet added their fees to their profile
Fees not yet added
Tom has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Tom and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 06 April 2025
Tom and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
20
Recent Client Reviews
Tom has received 20 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tom has received 20 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 06 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Tom has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Tom has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Tom has not yet added their fees to their profile
Fees not yet added
Tom has not yet added their fees to their profile
Tom is a Financial Adviser at Cooper Associates Wealth Management. Tom provides financial advice to individuals and families, business owners and executives. He focuses on investment, retirement and inheritance tax planning. His aim is to allow clients to enjoy the life they want, have a fabulous retirement and eventually pass on wealth to future generations. Tom holds a Level 4 Diploma in Financial Planning from the Chartered Insurance Institute. Prior to working as a financial adviser, Tom served an Officer in the Royal Navy. He has a degree from Nottingham University in Politics and Economics and Master’s degree in Real Estate Investment. Outside of work, he can often be found in the countryside or seaside, spending time with friends and his young family. SJP Approved 16/12/2024 The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
The value of a pension with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.