Cooper Johnston Wealth Management

Independent Financial Adviser  43 East Parade, Harrogate, North Yorkshire, HG1 5LQ
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FCA authorised
Last authorised 22nd February 2021
We help clients define, review and attain their financial objectives, with less risk and cost than attempting it themselves.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Meet our advisers
MR Ian Johnston BA (Hons), DipPFS, CFPcm
MR Peter John Cooper CFPcm, FIFP, FPFS, IMC
About us

As one of the few Chartered Financial Planners and Certified Financial Planners in the UK, Cooper Johnston Wealth Management provides comprehensive financial planning and wealth management advice to Individuals, Companies and Trustees.We have a clear vision of what financial planning really should look like. It's different from most other Financial Advisers you may have met. Everything we do is about YOU and we base the financial plan around your life, your goals and your ambitions.

Our services

We provide a professional, holistic financial planning and wealth management service to our clients. We are passionate and enthusiastic about the benefits of financial planning and fully committed to helping our clients achieve their financial and personal objectives. We recognise that the most important aspect of our relationship with clients is trust and we pride ourselves on the long term relationships we build with clients. Our clients come from all walks of life but share a common goal in valuing personalised independent financial planning and wealth management advice combined with exceptional service.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

43 East Parade, Harrogate, North Yorkshire, Harrogate, North Yorkshire, HG1 5LQ

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