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SJP partner firm opens office in Cheltenham

By Robbie Lawther, 13 Feb 23

As part of its ‘ambitious growth plans’ for 2023

The Royal Crescent buildings, Cheltenham, Gloucestershire, England, UK, Western Europe.

The parent group of St James’s Place (SJP) partner firm Cooper Associates Wealth Management has set up shop in Cheltenham.

The Cooper Associates Group offers mortgage, wealth management and accountancy advice.

The firm now has offices in Bristol, Cheltenham, Exeter, London, Plymouth, Reading and its headquarters in Taunton.

Samantha Jackson, chief executive of Cooper Associates Group, said the firm has “ambitious growth plans for 2023, with aims to grow the company by 20%”.

She added: “We’re incredibly excited to be present in Cheltenham. This new office marks the start of a brilliant new step in the business’s journey, and I can’t wait to see what the future holds for Cooper Associates in Cheltenham and the surrounding areas.

“The team looks forward to welcoming new clients into our office and providing them with friendly, professional, and fuss-free advice.”

This comes several months after Cooper Associates Wealth Management acquired fellow SJP partner firm Pengilly Cox Financial Associates for an undisclosed sum.

Tags: SJP

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.