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About Us


  

Background

Cooper Johnston Wealth Management was formed in 2002 by Peter Cooper and Ian Johnston to provide a professional, fee based, holistic financial planning and wealth management service to clients. We are passionate, enthusiastic and fully committed to helping you achieve your personal and financial objectives.

 

 

Ready to listen

We encourage you to dream big and then we help you on your journey to achieve your goals. We will even help you identify your goals if you don't already know. You see we really do want to listen. We want to hear your story - all of it.

Partners for the long run

We recognise that the most important aspect of our relationship with you is trust and we pride ourselves on the long term relationships we build with clients. We also understand that this isn't just about the here and now. This is a dynamic process over many years and we will meet and talk with you regularly to ensure that the right decisions are being taken to achieve your goals.

Our Clients

Our clients are neither speculative nor high-risk investors. Rather, each is concerned with preserving capital, growing assets, and avoiding the myriad of risks that abound in today's investment environment. They understand the folly of attempting to predict short-term trends, having chosen instead to steadfastly focus on long-term planning and results.

Our clients have a clear understanding of risk and return, a lower level of tax exposure, and an integrated financial planning and investment strategy. Their financial affairs are better organised, their investment expenses usually decline, and they have a clear and concise plan to achieve their objectives.

Our clients come from all walks of life but share a common goal in valuing personalised financial planning and wealth management advice combined with exceptional service. If you feel the same, then we would be delighted to hear from you.

© 2017 Cooper Johnston Wealth Management. 43 East Parade, Harrogate, HG1 5LQ. Tel: 01423 537677