Topline | Joseph Cooper FPFS

Homepage Find Professionals Joseph Cooper FPFS

Joseph Cooper FPFS

Chartered Financial Planner at Wise Investment

Claim this Profile

Contact Information

us****@****om

(386) 825-5501

Gold Feature

Click to upgrade to our gold package
for the full feature experience.

Location

Chipping Norton, England, United Kingdom, UK

Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by

Topline AI

Siddarth Mehra

It was a pleasure to work with Joe. He spent time listening to my requirements and provided the correct services & products to meet those needs. I would definitely work with him again and would highly recommend others to utilse his skills in personal financial advisory.

Matthew C.

Joe has provided me with detailed and considered opinions and recommendations on investment strategies and portfolios. He always takes the time to understand my investment needs, risk profile and investment horizons before making any recommendations. I would thoroughly recommend Joe to anyone needing independent financial advice.

You need to have a working account to view this content.

Join now

You need to have a working account to view this content.

Join now

Credentials

Chartered Financial Planner / FPFS (CII/PFS)

Chartered Insurance Institute

Experience

Wise Investment

Investment Management
1 - 100 Employee

Chartered Financial Planner
- Jul 2016 - Present
We offer a range of financial planning services from an overall review of your financial affairs (including a review of existing investments for new clients) to retirement planning, inheritance planning, tax planning and arranging insurance policies. We try to give the type of advice we would want to receive ourselves if we were not financial professionals, and avoid jargon as much as possible. With our Discretionary Investment Service, you pass all the investment decision making over to us. This minimises paperwork and means we are able to execute any investment decisions quickly and efficiently. I would be keen to receive referrals from, but by no means restricted to, any of the following key groups: •Individuals and couples with Estate Planning concerns, particularly around Inheritance Tax •Retirees looking to maintain or grow their income without unnecessary risk •High net worth individuals who would like to reduce their income and capital gain tax liabilities •Shareholders and Partners looking for security for their business and as individuals •Lump sum or regular investors who wish to ensure a fully diversified portfolio of assets •Trustees who require guidance on the legal and moral complexities of their duties I would also be more than happy to act as a "sounding board" for professionals whose work may involve the need for further understanding of certain areas of financial planning. Show less