Kate Cooper

Strap Line Financial wellbeing * investment planning * family & income protection * tax & estate planning
Contact Person Kate Cooper
Email kate.cooper@sjpp.co.uk
Phone 07881904498
Website www.katemcooper.co.uk
Location Wimbledon, Greater London & Surrey

Providing extra clarity and peace of mind on all aspects of financial wellbeing for families, business owners & professionals.

Kate Cooper is a fully qualified financial planner, with 20 years’ experience working in finance, as a Chartered Accountant & Chartered Tax Adviser. After having her daughter, the importance of protecting and investing for her own future, and that of her family had never been clearer. Fast-forward 3 years, she now runs her own business enjoys and enjoys spending all of her working time helping individuals, small businesses & families get the most from their money. In line with her tax background, Kate is always keen to ensure that her clients pay only the right amount of tax, not a penny more. Making full use of all the tax reliefs & allowances made available by the government is absolutely key.

Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. Your circumstances may have changed recently, or perhaps they are about to change. Or maybe you would simply like to see a financial plan to help you get to where you want to be in life. Whatever your circumstances or stage in life, it’s always worth seeking proper advice from someone who can help you to understand the options available, without jargon; someone who can help get your money working harder; and ultimately, someone you can trust. Kate is an Associate Partner of St. James’s Place Wealth Management, and as part of the Partnership, her passion is creating trusting and long-term relationships with clients, working with them face-to-face, and supporting them for as long as they need.
These days, few people have the time to manage their own financial affairs effectively and keep up to date in this ever-changing landscape. Kate prides herself in working closely with her clients & other professional advisers to help secure their financial future and is always on hand to offer proactive advice & expertise whenever they need it.

If you would like to arrange a no obligation financial review or would simply like an informal chat, please contact Kate.

The Partner represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the title ‘Partner’ are marketing terms used to describe St. James’s Place representatives.