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.

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.

It was a pleasure to welcome St. James’s Place CEO, Mark FitzPatrick, to our Head Office. Mark joined our CEO, Samantha ...
22/05/2026

It was a pleasure to welcome St. James’s Place CEO, Mark FitzPatrick, to our Head Office.

Mark joined our CEO, Samantha Jackson, and Director of Wealth Management, Simon Dawes, for an opportunity to reflect on the continued growth of our partnership and discuss the opportunities ahead.

Moments like this are a reminder of the strength of partnership and the shared commitment that underpins everything we do for our clients.

Thank you for making the trip, Mark.

Are you saving well but still not investing? You are not alone, and you are not doing anything wrong. You are just missi...
22/05/2026

Are you saving well but still not investing?

You are not alone, and you are not doing anything wrong. You are just missing one thing.

Swipe to find out what it is.

21/05/2026

If we were making a movie about your life, who would be playing you?

We love your confidence

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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