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Professional Connections


We work extensively with Accountants and Solicitors providing advice to their clients in all aspects of Financial Planning and Wealth Management.

We understand the importance of liaising closely with other professional advisers to ensure that any advice we provide is both co-ordinated and takes into account any relevant legal and accountancy issues.

We provide Trustee investment advice to ensure that Professional Trustees meet their obligations under the Trustee Investment Act and can be confident that Trust monies are invested and managed in accordance with the Trust objectives.

Finally, we are always very conscious of ensuring that any recommendation made by another professional firm reflects well upon them so we always endeavour to apply the highest level of care and consideration in the advice and service we provide to your clients.

If you wish to discuss the services we provide please contact either Peter Cooper or Ian Johnston.

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