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Cooper Associates Wealth Management Ltd

Taunton, Somerset

(11)
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Reviews (11)

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5/5

11 customer reviews

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5 May 2019

Very pleased with the advice I received and their recommendations

Reviewed on Google Maps

26 January 2019

Really good service. They found a mortgage that matched my needs and with a better interest rate than I had found elsewhere. They were friendly and easy to work with throughout. I would recommend their services. More...

Reviewed on Google Maps

28 September 2018

Lizz and Lyndsay from Cooper Associates are amazing at what they do. I absolutely recommend them for guiding us through me and my partner buying our first home together, setting up our mortgage and insurances. Lizz did home visits of an evening which was so helpful to us to fit in with our busy lives and explained everything so well. Will certainly continue to use this company in the future. More...

Reviewed on Google Maps

26 May 2018

5* service!! James Cooper has been such a help over the last month or so! My husband and I have had to deal with a rather complex situation, but James and his team has made the whole process worry free for us. I would very highly recommend James to anyone who needs mortgage advice. He certainly will always be our port of call for many years to come. Thank you James! More...

Reviewed on Google Maps

26 May 2018

I've professionally dealt with several mortgage advisers over the years and Cooper Associates are by far the most professional, hard working and knowledgeable company we have dealt with. Personally, myself and my family have dealt with Sam, again for several years. We would not deal with anyone else.I cannot rate Sam and her company higher! More...

Reviewed on Google Maps

26 May 2017

My husband and I have worked with Samantha and her team from my first property purchase. There is nothing to big for them to help with and are always open and communicative throughout the whole process. They have also been a great source of advise for both of us in many situations and have since worked with other members of my family. It is nice to know you have a team behind you who has your back throughout some of the most stressful periods and know your situations inside out. More...

Reviewed on Google Maps

26 May 2017

Rob Phelps was brilliant in setting up our mortgage! As first time buyers, we had a lot of questions and he constantly re-assured us that no question was too daft to ask. He went through all the options available to us before explaining why a certain lender and provider would best suit our needs.We were able to move in to our new home within a matter of weeks and the entire stress of moving was taken away by him and all at Cooper Associates. I have been, and will continue, to recommend them to all my friends and family as the service received was nothing short of exceptional. More...

Reviewed on Google Maps

26 May 2017

We have entrusted our business for many years now with Cooper Associates, both for savings,pensions and mortgages. What we like is the personal friendly service we receive, regular reviews and the fact that nothing is too much trouble. It has been an absolute joy to watch this family business grow to what it is today and we will always stay loyal to Cooper Associates. Totally recommended by us 10/10 every time. More...

Reviewed on Google Maps

26 May 2017

Cooper Associates have assisted us with our mortgage requirements for many years from being young, first time buyers to purchasing our last property a year ago. They have also given us sound advice with regards to life insurance, pensions and savings / investments. We would not hesitate to recommend them, they are friendly, approachable but above all incredibly professional. More...

Reviewed on Google Maps

26 May 2017

THE BEST!! I can’t praise enough work of Rob Phelps and his Administrator Michaela – both have done a FANTASTIC job! They have always been so efficient with prompt communication as well as been super- helpful with sorting everything out for us. I totally recommend them and will 100% contact them again in future. Once again, thank you Rob and Michaela for everything! Veronika More...

Reviewed on Google Maps

26 May 2016

Just gone through our 3rd re-mortgage with Sam and the team at Cooper Associates and we cannot praise them enough.They always fully understand our requirements,then exceed the brief and offer a total solution that frankly cannot be bettered as a service. Friendly, approachable, honest and fun to work with.Well done all, yet again.Neil & Carolyn Grout More...

Reviewed on Google Maps