Cooper Associates Wealth Management Limited
Reference number: 514008
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Appointed representative
This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.
- Appointed for 16 years
- Protected through the principal
- No FCA actions
- Active company since 2009
- Accounts filed up to 31 December 2024
- Accounts are overdue at Companies House
- One of its directors is also a director of a firm that is no longer authorised
- 1 thing worth a closer look in the background checks
Responsible principal firm
St. James's Place Wealth Management Plc Reference number: 195351 View firm →What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- Cooper Associates Wealth Management Limited (FRN 514008) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Cooper Associates Wealth Management's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Cooper Associates Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Phone number
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Address
40 St James Buildings, St James Street, Taunton, Somerset, TA1 1JR, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When thecooperway.com first appeared online, and whether it can receive email
- What kind of line 01823 273130 is
- Who else gives the postcode TA1 1JR
Other names (1)
If you were contacted under any of these names, it is this firm.
- Cooper Associates Wealth Management Ltd Former name: A name it was registered under before.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through St. James's Place Wealth Management PLC, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
Concerns on the company record
- Accounts are overdue at Companies House.
- Company number
- 06890675 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 29 April 2009 (17 years old)
- Registered office
- Matches the FCA register address ✓
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Lee Anthony Cooper | Director | Sep 1979 | 29 Apr 2009 | 10 other companies |
| Samantha Dawn Jackson | Director | Feb 1986 | 9 Nov 2016 | 3 other companies |
| Diana Cooper | Director | Jul 1984 | 1 Jan 2018 | 8 other companies |
| Jack William Cooper | Director | Mar 1989 | 1 Sep 2019 | 9 other companies |
Other companies run by these 4 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 14
- closed down
- 7
- are FCA-registered
- 2
In the full report: all 14 companies, named
- What each company does, and whether it is still trading
- Which of these 4 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 2 on the FCA register, including one no longer authorised
- The 8 companies these 4 directors run together
- All 6 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£1.01m
+8.8% from £926k
Cash at bank
£1.04m
+448% from £190k
Employees (average)
17
+31% from 13
Owed within a year
£2.40m
+95% from £1.23m
Its next accounts are overdue at Companies House.
Assets and liabilities
In the full report: all 6 years of accounts
- Every year from 2019 to 2024
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 06890675. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Cooper Associates Wealth Management’s history from the FCA register and Companies House, newest first.
2026
1 July 2026
- Changed its registered name from "Cooper Associates Wealth Management Ltd"
FCA register
2016
6 April 2016
- Cooper Associates Group Limited took control (75–100% of shares)
Companies House
2009
4 December 2009
- Became an appointed representative
FCA register
29 April 2009
- Incorporated at Companies House
Companies House
In the full report: all 12 events
- All 12 events in its history (4 shown here)
- Every director appointment and resignation: 8
Firms connected to Cooper Associates Wealth Management
Other FCA-listed firms that share a director, phone number or address with Cooper Associates Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- no longer authorised
- 1
- share a director
- 2
In the full report: all 2 connected firms, named
- How each is linked: shared directors (2), the same postcode (1)
- Who links each one: the named directors, with dates
Firms like Cooper Associates Wealth Management
Other firms of the same type (financial adviser), nearest first.
In Taunton
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Cooper Associates Wealth Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 14 other companies its directors have run, named
- 3 background checks on its contact details, 1 flagged
- 6 years of accounts, charted
- All 12 events in its history
- 2 connected firms, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk