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Cooper Associates @CooperAssociate

Expert, bespoke advice for your personal circumstances Cooper Associates Mortgages, Cooper Associates Wealth Management and Cooper Associates Accountants linktr.ee/cooper_associa… Taunton, Cheltenham, Bristol Joined September 2010
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Cooper Associates @CooperAssociate

5 months ago

💼 Hoping to pass on your wealth tax-efficiently? Understanding the 7-Year Rule could make all the difference. 📈 Read on to discover how we can help you to maximise the legacy you leave to your family. Link in bio ☝🏻 #thecooperway #inheritancetax #estateplanning

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Cooper Associates @CooperAssociate

5 months ago

📉 The Bank of England Monetary Policy Committee met today, announcing a 25 base point reduction to base rate. But what does this mean for mortgage owners? 👀 Read our article to discover how the announcement impacts #mortgage borrowers. Link in bio☝🏻

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Cooper Associates @CooperAssociate

5 months ago

🎁Gifting money or assets to a loved one is a common way to provide financial support. However, many are unaware of the accompanying tax implications. 📑Read our article as we break down the considerations, exemptions, and how we can help you to gift efficiently. Link in bio☝🏻

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Cooper Associates @CooperAssociate

5 months ago

Mortgage #overpayments are a powerful, yet often overlooked, feature of many #mortgages, allowing you to pay off your mortgage quicker while paying less interest 💵 But there are pros and cons ⚖️ Read the full article here: ⬇️ lnkd.in/eR4Xa8kc

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Cooper Associates @CooperAssociate

6 months ago

💰 Is your money working as hard as you are? Colin, a successful company director, had surplus income sitting in a low-interest account. With smart financial planning, he: ✅ Cut his tax bill ✅ Boosted his pension ✅ Grew his wealth—without changing his lifestyle! Link in bio.

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Cooper Associates @CooperAssociate

6 months ago

📺WATCH: With the new tax year around the corner, Kevin Parsons, Managing Director of Cooper Associates Accountancy, guides us through the upcoming changes that will have an impact on #tax. Are you aware of all of the new changes to policy? #thecooperway

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Cooper Associates @CooperAssociate

6 months ago

WATCH: Simon Dawes, Managing Director of Cooper Associates Wealth Management, breaks down the upcoming policy changes that may have an impact on #investors and #markets. As the new tax year approaches, are you aware of all of the changes that come into effect? #thecooperway

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Cooper Associates @CooperAssociate

6 months ago

📺WATCH: Thomas Jackson, Managing Director of Cooper Associates Mortgages, breaks down: 🪷The #SpringStatement 🏡The #mortgage market 🤝And what we can do to help secure the best mortgage rates for your unique situation. Link to full video in bio. #thecooperway

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Cooper Associates @CooperAssociate

6 months ago

🏡 Dreaming of moving house but worried about your fixed-term mortgage? Cooper Associates Mortgages are here to help! 🔄 Find out how mortgage porting works, what to watch out for, and whether it's the right move for you. 👇 Link in bio. #MortgagePorting #MovingHome

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Cooper Associates @CooperAssociate

7 months ago

We’re proud to have several of our advisers featured in VouchedFor's 2025 Top Rated Financial Adviser Guide, published in The Times! 🎉👏 Contact us today and discover how our holistic, tailored financial advice can help you.🤝 #thecooperway #financialadvice

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Cooper Associates @CooperAssociate

7 months ago

Discover our Ultimate Guide to Lifetime ISAs, where we explore the ✅benefits, the ❓drawbacks and ⚙️explain how you can get started today (if eligible). Link in bio. #thecooperway #LifetimeISA #personalfinance

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Cooper Associates @CooperAssociate

7 months ago

When starting a #business, it's vital that you choose a structure that works for you and accounts for your goals, long-term ambitions and current financial situation 🏢 We break down the key differences between a #SoleTrader and a #LimitedCompany. Link in bio.

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Cooper Associates @CooperAssociate

7 months ago

Wondering how Later Life Lending can help you secure your financial future? Read our case study to discover how Cooper Associates Mortgages may be able to help you: Case study created in collaboration with @StandardLifeUK. Link in bio.

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Cooper Associates @CooperAssociate

8 months ago

Money and love don't necessarily go hand in hand 🧑‍🤝‍🧑 We conducted a national survey of 2,000 UK adults, uncovering beliefs around talking about and sharing money 📊 Read the report and take the first step to tackling finances in your relationship 💞 Link in bio ⬆️ @Relate_charity

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Cooper Associates @CooperAssociate

8 months ago

Looking to set up a business? 💭 The structure you choose is a key decision. Sole trader? 🙎‍♂️Partnership? 🧑‍🤝‍🧑Limited Company? 🏢 Read on as we explore the benefits and considerations of setting up a #LimitedCompany Link in bio ⬆️ #LLC #Accountancy #Accountants #NewBusiness

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Cooper Associates @CooperAssociate

8 months ago

The Bank of England (@bankofengland) have announced a 25 base point reduction to #interestrates 📉 but your #mortgage may not see the immediate impact 🏡 Find out why at the link in our bio ⬇️

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Cooper Associates @CooperAssociate

8 months ago

⚠️A reminder of the #StampDutyChanges that are coming into effect on the 1st April 2025 🏡 If you want #feefreemortgageadvice on how these charges might impact you, enquire now.

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Cooper Associates @CooperAssociate

8 months ago

Discover how #releasingcapital from your #property can help turn your dream house into your dream #home. 🏠✨. thecooperway.com/mortgages/fund…

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Cooper Associates @CooperAssociate

8 months ago

ANNOUNCEMENT 📣We have continued our partnership with @gloucesterrugby, extending the sponsorship to Gloucester-Hartpury Women and @gloshartpury Rugby. 🎉 It also includes players Tomos Williams, Sarah Beckett (@SEBeckett), Will Crane and Dale Lemon. Read more... 🏉

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Cooper Associates @CooperAssociate

8 months ago

🎉 Huge congrats to our Later Life Adviser, John Harris, for being Highly Commended for Later Life Lending Adviser of the Year! 🏆 His commitment to helping others achieve their goals is truly inspiring! Well done, John! 🌟 #AirAwards #EquityRelease #LaterLifeLendingAwards

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