An Associate Partner of St. James's Place Wealth Management

Kate Cooper

Kate Cooper

ACA CTA DipPFS
With over 15 years’ prior experience as a Chartered Accountant and Tax Adviser, I deliver clarity to my clients on all aspects of their financial wellbeing.

About

I provide relationship based wealth management advice to individuals and businesses in London and the South East.

Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial.

These days, few people have the time to manage their own financial affairs effectively. I ensure that I work closely with my clients to secure their financial future and offer advice and expertise whenever they need it.

There are no simple solutions. When you need advice, you need advice you can trust so that your financial affairs are managed more effectively. You also need a person you can relate to, who doesn’t talk jargon but explains concepts clearly.

Wealth Management is an advanced investment advisory discipline that incorporates financial planning and specialist financial services. The key objectives are to provide you and your family with tailored estate planning, taxation advice and investment management, with the goal of sustaining and growing long-term wealth.

My main aim is to help you achieve financial security and independence. You may have assets, investments and/or high levels of income but still be uncertain about how to use these assets to best advantage. My aim is to work with you by presenting the options and making your money work as efficiently as possible.

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.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner 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 www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.