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

Kate Cooper

katecooper.jpg

Kate Cooper

ACA CTA DipPFS
With over 15 years' 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.
Kate Cooper

1st Floor, The Crown, London Road, Westerham, Kent, TN16 1DJ

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm
Kate Cooper

57 Leyfield, Worcester Park, Surrey, KT4 7LP

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
New tax year opportunities
Why wait? Make the most of the opportunities a new tax year brings.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

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. Our network of experienced advisers pride themselves on building trusted, long-term relationships with their clients - only by doing so can they truly understand their clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £81 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
SJPWM-Crop-Blue.svg

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 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 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.

katecooper.jpg
Kate Cooper
Kate Cooper