How our Financial Services can help

A qualified Associate of the Chartered Institute of Secretaries and Administrators and a precious Financial Director of a leisure company, Gerald Cooper holds a financial planning certificate and the advanced financial planning certificate in taxation and trusts, as well as the CEMap mortgage qualification.

Independent financial advice for business owners is frequently overlooked when major financial decisions affecting the future wealth of the business are made.  let us help you in any of the following areas...

• Assist at board level to achieve successful financial planning

• Advise on aspects of remuneration

• Independent advice on investments

• Personal finance

• Pensions and other tax efficient schemes

• Commercial mortgages

• Tax planning

Regulated by the FSA, Gerald Cooper together with Cooper Financial Services is able to assist all business owners with those aspects of personal finance often overlooked by company accountants.  The advice is independent and offered in complete confidence. 

Cooper Financial Services offer the following services to private clients:

• Investments

• Estate/inheritance tax planning

• Capital Gains Tax

• Advice on achieving long term financial independence

• Advice on achieving security and wealth in retirement

Recent projects include tax planning, capital gains, income and inheritance tax planning for SME businesses, raising capital through commercial mortgages and retirement planning, self invested pension schemes and group pension schemes for company directors and employees.

The Financial Services Authority does not regulate advice on tax and commercial loans.