0182 342 9099
Based in Taunton
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FCA Regulated
Carl and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
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 client reviews in the past 12 months
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
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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.
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Carl has not yet added their qualifications to their profile
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Checks carried out by VouchedFor
FCA Regulated
Carl and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
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 client reviews in the past 12 months
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
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: 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
Carl has not yet added their qualifications to their profile
Qualifications not yet added
Carl has not yet added their qualifications to their profile
Transparent Fees
Carl has not yet added their fees to their profile
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.