Cooper Associates - Taunton

Stacey P.

I have been a client of Cooper Associates Wealth Management for some time and have consistently been impressed by the quality of their service. From my very first meeting, I felt confident that I was in highly capable hands. The advice I received around both my short-term financial objectives and longer-term investment planning was not only clear and practical, but also entirely tailored to my personal circumstances.

What distinguishes Cooper Associates is their professionalism combined with a genuinely personal approach. Every interaction has been courteous, constructive, and well-informed. Their office environment reflects the same standards — welcoming, efficient, and highly professional. I would not hesitate to recommend them to anyone seeking wealth management or financial planning advice.

Nathan G.

Cooper Associates were very efficient at scheduling a call for me with one of their mortgage advisors. James Pugh provided an excellent service; he is knowledgable, made each step of the process straightforward, and was always very responsive and receptive. Highly recommended!

chiara B.

Honestly, they were great. Had a fantastic experience with Cooper Associates throughout the process of getting my mortgage accepted. More specifically, Will Crane was awesome, always respoding quickly and with honest and useful answers, made everything smooth and understandable for us, as first time buyers his work was absolutely the best and couldn't ask for someone better. If you need a mortgage advisor, ask for Will.

Megan S.

We dealt mostly with Dan Pigden and he was fantastic. So responsive, supportive and knowledgeable. Made the process for getting our new mortgage very straightforward and we will be reaching out to Cooper again when it comes to remortgaging. He also sorted out our life insurance and made sure we were getting a better deal. Thanks so much for all your help!

Hannah E.

Coopers Associate were fantastic with us from start to finish.
They explained everything in detail, provided us with advice on the market and answered any questions we had quickly.
Tom was in constant communication with us during the buying of our house to make sure everything was going smoothly. He was polite, patient and kind throughout.
5 star all round - would highly recommend.

Amy S.

We had such a great experience with Kate that we have gone on to recommend to two sets of friends and family. Everything was laid out well and communication was great throughout. The admin teams were also very efficient. No complaints at all and we will definitely use Coopers again in the future.

maria O.

We were recommended Julie Callun of Cooper Associates Mortgages to explain the process of buying a house in England. She clearly explained the entire process and within a week, had the mortgage, solicitors, insurance, and everything necessary for the purchase of the house ready. She accompanied us throughout the entire process, clarifying any questions that arose as the purchase progressed, alongside her team at Cooper Associates. She made sure that just one consultation turned into the purchase of an excellent home. Julie Callun and, of course, Cooper Associates Mortgages are 100% recommended.

Eloise L.

Cooper associates were absolutely brilliant the whole way through the processes. At the beginning explained everything in simple money terms with what I needed to do with it being my first time.

And towards the end when my solicitors weren’t helping or the estate agent and I nearly lost my mortgage they all pulled in to help me with getting it completed.
Really grateful and now my sister is using you guys too!

So thank you!