Carl Gazzard

Carl Gazzard

Cooper Associates Wealth Management Ltd

Minimum savings/pensions: Any amount

0182 342 9099
Based in Taunton
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Verified since: February, 2020

4.8 out of 5

22 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 13 April 2025

    Carl and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • Recent Client Reviews

    Carl has not received any reviews in the last 12 months

    Carl has not received any client reviews in the past 12 months

  • Restricted Financial Adviser

    Last checked: 10 September 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.

  • Qualifications Uploaded

    Qualifications not yet added

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  • Transparent Fees

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    Carl has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 13 April 2025

    Carl and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • Recent Client Reviews

    Carl has not received any reviews in the last 12 months

    Carl has not received any client reviews in the past 12 months

  • Restricted Financial Adviser

    Last checked: 10 September 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.

  • Qualifications Uploaded

    Qualifications not yet added

    Carl has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Carl has not yet added their fees to their profile

At Cooper Associates Wealth Management Ltd, our approach is to treat every client as our only client. We do not impose unnecessary ‘client criteria’, such as a minimum level of wealth, minimum level of assets or minimum level of income. Whether you’re starting out on your financial journey, or whether you’ve already accumulated significant wealth, we would be delighted to help. As a former professional cricketer at Somerset County Cricket Club I have extensive connections within the sporting world and act as an adviser to many sports professionals. With a diverse client bank, I advise on investment and pension matters, with my area of specialism being Final Salary Pensions. We are truly focused on providing bespoke face-to-face financial advice which is underpinned by an unmitigated level of service. 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. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. 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.