Cooper Associates Group

Cooper Associates Group Mortgage Advisers | Financial Advisers | Accountants Our award winning mortgage team are available from 8am to 8pm at a location of your choice.

Treating every client as our only client, our approach is to provide face-to-face advice to our clients, this enabling our mortgage advisers to truly understand the precise nature of your circumstances. For an initial consultation, without obligation, please contact our head office on 01823 273880 or email [email protected] to make an appointment with an adviser. Saturday appointments are available on request.

Is your property portfolio doing more of the heavy lifting for your retirement than you realise?Many landlords build sig...
09/06/2026

Is your property portfolio doing more of the heavy lifting for your retirement than you realise?

Many landlords build significant wealth through property, but relying too heavily on one asset class can limit flexibility later in life.

Swipe through to see how diversifying your portfolio with pensions, ISAs, investments and trusts could help create a more balanced long-term financial plan.

Every review tells the story of the difference we make. ⭐ Michael Kyriakou ⭐ Oliver Strong ⭐ Will Newness ⭐ Beth Martin ...
08/06/2026

Every review tells the story of the difference we make.

⭐ Michael Kyriakou
⭐ Oliver Strong
⭐ Will Newness
⭐ Beth Martin
⭐ Kate Mays

Have we helped you recently? Share your experience and leave us a review on today.

05/06/2026

A fresh look for the 1873 Cooper Associates lounge at Kingsholm Stadium.

Designed to enhance the premium matchday experience at , the new graphics reflect both the club’s heritage and the professionalism of the space. Bringing the lounge to life for members and guest alike.

03/06/2026

Guess the player 🤔❓

Stamp Duty is one of the costs most first-time buyers forget to factor in, until it’s too late to adjust their plans. Sw...
01/06/2026

Stamp Duty is one of the costs most first-time buyers forget to factor in, until it’s too late to adjust their plans.

Swipe through to see exactly how the relief works, a real worked example on a £450,000 purchase, and the situations that catch buyers off guard more often than you’d think.

What a way to experience for the first time. Angus and his partner entered our competition with Gloucester Rugby and wa...
29/05/2026

What a way to experience for the first time.

Angus and his partner entered our competition with Gloucester Rugby and walked away with a money can’t buy experience. A tour of Kingsholm, a squad-signed shirt, and the opportunity to meet Tomos Williams.

New to rugby, Angus said he cannot wait to come back for the full Shed experience. We have a feeling you have a new set of fans, Gloucester.

Keep following for more exciting opportunities.

28/05/2026

Did you know gifting assets could save your family from a potential 40% tax bill?

The 7-year rule means that gifts made more than 7 years before death fall completely outside your estate. Even gifts made within 7 years benefit from taper relief, reducing the tax owed year by year.

Most people don’t plan for this early enough. The sooner you act, the more you can protect.

Thinking about making the LEAP? Here’s exactly how it works.Our four-stage application process is designed to find excep...
27/05/2026

Thinking about making the LEAP? Here’s exactly how it works.

Our four-stage application process is designed to find exceptional people, not just CVs. From open evening to offer, every stage is your chance to show us what you’re made of.

Applications are open now.

26/05/2026

By your side through life’s big moments.

When held his daughter for the first time, he felt an overwhelming sense of duty to make sure she would be ok.

But life doesn’t always go to plan, and as a new dad, Jack had to face that honestly.

What if he couldn’t work? What if the worst happened? Would his family be protected?

His Cooper Associates adviser helped him answer those questions, with life insurance to protect the family home and income protection to keep the bills paid if illness or injury ever stopped him from working.

It’s not the easiest conversation to have. But as Jack puts it, it’s the most important one he’s ever had.

Seeing so many people take that first step towards protecting their family’s wealth is exactly why we do what we do. Our...
22/05/2026

Seeing so many people take that first step towards protecting their family’s wealth is exactly why we do what we do.
 
Our Associate Director of Wealth Management, Christo Nation, hosted our latest Inheritance Tax Seminar in London.
 
If you missed this one, we have more seminars are on the horizon. Follow us and you’ll be the first to know when dates are confirmed.

Address

40 St James Buildings, St James Street
Taunton
TA11JR

Opening Hours

Monday 8:45am - 5:15pm
Tuesday 8:45am - 5:15pm
Wednesday 8:45am - 5:15pm
Thursday 8:45am - 5:15pm
Friday 8:45am - 4pm

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