We are an experienced, boutique, family-run, financial planning and wealth management business based in Escrick near York. We always strive to do the best for our clients and are passionate about helping them organise and manage their financial affairs. We have built strong and lasting relationships and are committed to providing our clients with a professional, quality and friendly service year after year.
Our business has been built entirely around our clients. Every client is treated as an individual and our recommendations are based on their specific needs and requirements. As a forward-thinking business, we are always looking to improve our services.
Our business has been built entirely around our clients. Every client is treated as an individual and our recommendations are based on their specific needs and requirements. As a forward-thinking business, we are always looking to improve our services.
Services
About
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To be one of the leading boutique financial planning and wealth management companies which is valued by all its clients and to ensure that their long term financial goals are achieved as a result of our specialist expertise and great service. Every client is an individual and we pride ourselves on offering a bespoke service which is meaningful to you.
Our Services
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With over 100 years' combined investment experience, our Investment Committee is responsible for our investment portfolios and the management of the recommended investment strategies. The Committee meets regularly to discuss both asset allocation and fund selection. We offer a range of diversified portfolios, using our own in-house investment research tool, together with other research software.
How We Work
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Our 6 step process has been developed to help you formulate your financial plan. This process helps us understand your needs and desired outcomes in a thorough and robust way. We conduct initial meetings with new clients at our office. This is an opportunity for us to explain how we work and how we charge, and for us both to determine whether we would like to work together.
Careers
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Client Manager (Paraplanner): Jones Cooper Wealth Management Limited is a well-established, boutique, family-run, successful wealth planning business, specialising in pensions and investments, based in Escrick on the outskirts of York. We service more than 140. Jones Cooper Wealth Management Limited is authorised and regulated by the Financial Conduct Authority.
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