ABOUT US
Cooper Park Wealth Management (formerly known as Cooper Johnston Wealth Management until April 2024) was established in 2002 in the beautiful spa town of Harrogate, gateway to the Yorkshire Dales. Its founder, Peter Cooper, was motivated by his passion for financial planning and how a financial plan supported by lifetime cashflow modelling and a robust, evidence-based investment strategy, provides the best opportunity to help clients achieve their lifestyle and financial goals.
We find that many clients who come to us have taken advice in the past and invested into financial products. However, there is no real plan or understanding of how this all fits together and no long term strategy of what this will achieve.
Our role is to help clients by creating a Financial Plan to enable them to achieve their objectives in the most efficient way, using our experience and expertise.
In any Financial Plan, this will invariably involve investing in pensions and investments for current and future use. Our investment strategies and portfolios are designed to achieve long term returns within a level of risk that our clients are comfortable with and which is consistent with their financial goals.
Whilst we understand that money is important, life is too. Money is simply the means that allow us to achieve the lives that we desire. That is why we focus on building an enduring, ongoing relationship with our clients to help and guide them through a complex financial world.
If you wish to explore how our advice can help, then we would be delighted to hear from you.
or call on 01423 537677
Cooper Park Wealth Management is authorised & regulated by the Financial Conduct Authority.
Registered in England No. 4822446.
